The Macro Viewpoint - EM bulls, Fed hikes, and a global data check

Murat Ulgen looks at why investors are turning more bullish in our latest EM sentiment survey, James Pomeroy assesses the latest global economic data and Ryan Wang explains why further US rate hikes are now likely. Disclaimer: https://www.research.hsbc.com/R/51/lG9PGsd [https://protect-eu.mimecast.com/s/O03xCQNwWfXqPz1RHxX-wn?domain=research.hsbc.com] Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ [https://protect-eu.mimecast.com/s/BMp1CRMx6TGlW7DOtNc8Wz?domain=linkedin.com/] or click here: https://www.gbm.hsbc.com/insights/global-research [https://protect-eu.mimecast.com/s/hpKrCV5BOH2KyOnZFykaKd?domain=gbm.hsbc.com]. Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.