Mitul Kotecha

[Mitul Kotecha @mitulkotecha]

All Eyes On Jackson Hole https://t.co/40hahQgZgJ

[Mitul Kotecha @mitulkotecha]

Strong US Jobs Data And Hawkish Fed Speak Keeps Tightening Expectations Elevated https://t.co/S7kiHxxK7N

[Mitul Kotecha @mitulkotecha]

Recession vs. Inflation Battle Rages On https://t.co/2o2IUWoEDO

[Mitul Kotecha @mitulkotecha]

Central Banks Deliver Hawkish Surprises �� What Will The Fed Do? https://t.co/ur8k48OBsx

[Mitul Kotecha @mitulkotecha]

All Bets Are Off! https://t.co/rcIGG1ogwT

[Mitul Kotecha @mitulkotecha]

Action Shifting To Currencies as Rates Volatility Eases https://t.co/zDitUT78tX

[Mitul Kotecha @mitulkotecha]

Hawkish Central Banks https://t.co/5XUdwjTaAz

[Mitul Kotecha @mitulkotecha]

Relief For Risk Assets, But How Long Will It Last? https://t.co/4QMgwMa6zM

[Mitul Kotecha @mitulkotecha]

The Week Ahead https://t.co/ke6bbztt33

[Mitul Kotecha @mitulkotecha]

Will The Fed Hike By 50bp? Asia Singing To Its Own Tune https://t.co/M8xjKn4msC

[Mitul Kotecha @mitulkotecha]

Debate Over Fed Tightening Rages On https://t.co/PQM4INFjLw

[Mitul Kotecha @mitulkotecha]

State Of Shock https://t.co/UTg6HeG12R

[Mitul Kotecha @mitulkotecha]

Fed Tapering Concerns/Rising COVID Cases In Europe https://t.co/gpL8Ww4br1

[Mitul Kotecha @mitulkotecha]

This thread can be read here: https://t.co/lrBNSFbxqk

[Mitul Kotecha @mitulkotecha]

In the aftermath of the surge in US consumer prices in October which reached the highest since 1990 the Fed's stance is under intense scrutiny. Separately, there was a bit of relief for markets on the China data front. https://t.co/lrBNSFbxqk

[Mitul Kotecha @mitulkotecha]

Many EM central banks are also hiking rates. As such carry and volatility adjusted expected returns in most EM FX remain positive.