Monetary policy hawks have selectively started to appear along the horizon. Several Emerging Market and commodity exporter central banks have started to taper bond purchases or raise policy rates.Recent signals from Fed policymakers support our expectation of a tapering announcement later this year. This risks triggering temporary market volatility, but strong growth and earnings data give us confidence to buy US and European equities on any such dips and sell into USD rallies.Speakers: Marco Iachini, Cross-Asset Strategist, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered Bank

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