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Growth concerns are being balanced by China reopening
Growth concerns are being balanced by China reopening
ratings:
Length:
8 minutes
Released:
Dec 7, 2022
Format:
Podcast episode
Description
It was not an economic data release, but downbeat remarks from CEOs of major US banks about growth headwinds ahead that led the US equity market lower yesterday. Yet, on the positive side of the ledger, China’s National Health Commission announced 10 new measures to ease Covid restrictions. Dario Messi, from Fixed Income Research, joined the show to talk about why the fundamental backdrop for emerging market hard-currency bonds has turned attractive.00:14 Introduction and markets wrap-up by Mike Rauber (Investment Writing)03:32 Emerging market hard currency bonds upgraded to ‘Overweight’ by Dario Messi (Fixed-income Research)07:08 Closing remarks by Mike Rauber (Investment Writing)
Released:
Dec 7, 2022
Format:
Podcast episode
Titles in the series (100)
Investors await the FOMC decision: Equity markets fell yesterday but there was positive news later on when Alphabet, Microsoft and Texas Instruments all reported double-digit quarterly revenue growth for the second quarter. Australia’s Q2 CPI was lower than expected and this resulted in in by Moving Markets: Daily News