In this episode we focus on the historic Fed decision: the expected raise, market impact, the path ahead and more. We then cover the AEC.
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- Historic Fed Decision: It’s hard to exaggerate when discussing the first rate hike in the US since 2006. We make it concise, providing a quick background, discussing expectations from all corners of the market and of course the implications. If markets are pricing in a hike, are they also pricing in a very slow path of rate hikes? What sweeteners will Yellen and her colleagues provide to markets? What will happen to commodities after the recent crash and how will emerging markets react? We cover every relevant aspect of this huge day.
- AEC: The Asean Economic Community is a planned single market of nations in South-East Asia. Will it fly? How will it impact trade and what lessons can it learn from the euro-zone?
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