Episode Details

Weak US jobs data has reduced expectations of another immediate Federal Reserve rate hike, yet long-term Treasury yields remain close to multi-decade highs, creating a difficult backdrop for markets across Asia. Investors are also weighing possible further tightening in Japan and India, continued efforts to revive China’s economy, and whether the extraordinary rally in South Korean equities can continue. Are Asian markets adjusting to a world where borrowing costs remain structurally higher even if the Fed pauses?

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