Monday Macro – Rising Rates (again), Emerging markets and Peak Obesity Hype

Plus, why the new drugs tackling obesity spells bad news for fast food purveyors

In this week's Monday Macro roundup

-          Rates could still go higher

-          The coming liquidity splurge as the Fed floods the market

-          Watch out for zombies defaulting

-          There’s still a slowdown coming, probably

-          Investor positioning is drifting lower again

-          High oil prices are bad for India but China looks in slightly better shape

-          Emerging markets investors are still confident, just…

-          The Obesity hype cycle – are we past peak hype

-          New drugs are bad news for junk food purveyors – the market reacts