Global Data Pod

Global Data Pod EM Asia: Going from “acute to chronic” as the “mercury rises”


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Arindam and Sin Beng discuss some of the key drivers of the macro narrative in EM Asia for 2H22, which we have coined – on the macro side “Mercury Rising” – and for strategy it’s going “From acute to chronic.”  We talk through some the salient drivers underlying these macroeconomic views and their implications for FX and rates markets.
This podcast was recorded on Jun 16, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-4119405-0 and https://jpmorganmarkets.com/research/content/GPS-4121834-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
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