Jackson Hole, Treasury buybacks, and Korea

In the latest episode of Rate Check, the hosts are joined first by Matt Luzzetti (Chief US Economist). They discuss the implications of recent US data for the Fed outlook, look ahead to Fed Chair Warsh’s address at the Jackson Hole Symposium, and the US Treasury’s recent announcement of long-end bond buybacks. The hosts are then joined by Perry Kojodjojo (Asia Macro Strategists) to discuss all things Korea. They start with the booming global demand for Korean goods, before turning to the constructive medium-term outlook for the won.