33 min listen
The Dollar-Oil Double Whammy
FromStreet Signals
ratings:
Length:
24 minutes
Released:
Sep 28, 2023
Format:
Podcast episode
Description
Asia and China specifically have undergone a significant reassessment of expectations in 2023 - from the consensus, re-opening led optimism at the start of the year to facing the realities of sluggish demand and a weaker trade environment. Now, rising oil prices and a stronger dollar threaten this already fragile mix and, this week, Ben Luk from our Emerging Markets strategy team helps us to disentangle which of these risks remain relevant, versus those where the worst news is likely priced in.See omnystudio.com/listener for privacy information.
Released:
Sep 28, 2023
Format:
Podcast episode
Titles in the series (44)
Assessing current geopolitcal risks by Street Signals