Macroeconomic Outlook

Explore a panel discussion on the global macroeconomic outlook featuring experts from Investcorp Bank, TCW, Principal Global Investors, PGIM Fixed Income, and Barings. Delve into topics such as quantitative easing, central bank policies, geopolitical risks, and global trade agreements. Gain insights on monetary tightening, China's economic influence, forecasting challenges, emerging market politics, and potential risks to sustained economic expansion. Examine the Taylor rule, yield curves, oil prices, and the limits of central bank power. Analyze the impact of US policies on global markets and discuss nonperforming loans and debt service issues in this comprehensive macroeconomic overview.

Introduction
Monetary tightening
Macroeconomic outlook
Chinas tentacles
Targeting model
Taylor rule
Monetary policy
Forecasting
Limits of central bank power
How long does it take
Yields
Tail risk
Oil prices
Emerging market politics
US as a source of risk
US credibility
Nonperforming loans
Debt service