With February's US non-farm payrolls coming in above expectations, the FOMC have little excuse not to raise US interest rates during this week's meeting. Stephen also weighs in on the ECB's monetary policy, and how global factors are weighing on emerging market currencies.

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Tags:  Interest rate hike,  monetary policy,  quantitative easing,  Janet Yellen,  Mario Draghi,  commodity rebound,  global reflation,  emerging markets,  currencies performance,  dollar rally,  political risk,  fiscal spending