Podcast Episodes
Back to SearchRate cuts in China fail to improve sentiment
Banks in China have cut their short-term lending rates, but markets are disappointed having expected more. Meanwhile, fixed income investors are look…
3 years ago
US bond yields rose to their highest since 2007
Higher bond yields in developed markets are spooking equity markets, but some on the bond side see the higher yields as too attractive to miss out on…
3 years ago
Encouraging signs from the US do little to pacify investors
Strong economic data out of the US highlighting the country’s resilience contrasts with an increasingly worrying picture in China and economic woes i…
3 years ago
China and interest rates weigh on sentiment
Equity markets are pricing in a new reality in which US interest rates will stay higher for longer and China will no longer be a growth engine for th…
3 years ago
China cuts, the Fed is done, and the Bank of England has one more hike to go
China's central bank has unexpectedly cut a key interest rate due to weakness in its economy and it being on the brink of deflation, while Japan's ec…
3 years ago
Asia-Pacific markets lower on fresh concerns over China's shadow banking sector
Asia Pacific markets are trading lower this morning after reported liquidity concerns at one of China's largest private wealth managers. A team at Go…
3 years ago
Market rally proves short-lived after Fed warning
The rally across markets faded into the end of trading as Fed officials warned that the battle against inflation is not yet won, despite a benign US …
3 years ago
US inflation and US investment restrictions in China in focus
A down day for US equities yesterday may not be so telling ahead of today’s all-important US inflation data release. The Italian government qualified…
3 years ago
China CPI and PPI figures prompt fears of deflation
Investor sentiment in Asia-Pacific takes a hit after China’s CPI and PPI data for July fell in tandem for the first time since November 2020, indicat…
3 years ago
Asia-Pacific markets mixed after worse-than-expected China trade data
Asia Pacific markets are mixed this morning after China reported trade data that showed a worse-than-expected decline in imports and exports. US mark…
3 years ago