Deborah Tan of the Credit Strategy & Research team explains the effectiveness and risks of quantitative easing in emerging markets, while Matt Robinson of the Sovereign group discusses the uneven economic recovery ahead for emerging markets, common factors affecting lower-rated sovereigns and key metrics and trends to follow in 2022 and beyond.​​​​​​

Moody’s Analytics economist Mark Zandi and his team discuss the inflation outlook, and factors contributing to their short-term and longer-term inflation forecast including supply and demand, labor costs, productivity, inflation expectations and the US Federal Reserve’s response.

Coronavirus infections spiked during the second quarter in a number of Asia Pacific economies where vaccination rates are low. The resurgence will hurt domestic demand, but in the region's more export-oriented economies, recovering global trade provides strong support.