Episode Details

China’s exports and imports fell more than expected in July, which drove stocks down in Asia overnight. US bond yields fell too after Moody’s downgraded 10 mid-sized US banks. Deflationary signs are expected from China later today.

In our deep dive interview, ANZ’s Senior International Economist Tom Kenny unravels what a ‘Goldilocks’ recovery for the US economy would mean for global interest rates.

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