This week, we preview central bank policy responses amid the elevated uncertainity in the Middle East. In the US, we see the economy as relatively insulated from Middle East turmoil and discuss likely FOMC communication next week. In Europe, we discuss the risk of earlier ECB rate hikes and delayed Bank of England rate cuts Across Asia, we expect a less dovish tone from Bank Indonesia, more hawkish projections from the CBC in Taiwan, and discuss the risk of a rate hike in Australia. Chapters: US: 1:45; Europe: 8:20; Japan: 14:35; Asia: 18:45
