Ahead of the US July CPI data and the 30-year Treasury auction, Weston Nakamura follows up from the previous episode of Market Depth with an update on bond market activity from Japanese investors, who have been driving the week's drop in global sovereign bond yields via the JGB and US Treasury markets.
Using futures markets, Weston shows the renewed bullish ... Show More
Aug 2023
China Drags Global Markets Down As Half-Measure Policies Prove To Be Ineffective
China has had a very rough 2023, in markets and in the real economy. But, last week was a particularly brutal week for China’s markets, as the Hang Seng Index closed the week in bear market territory, and the yuan edged ever closer to its treacherous 15-year lows - all of which h ... Show More
1h 6m
Aug 2023
Asia Pulls Down Global Equities, As The Dollar Weighs On Asia
As followers of Market Depth Podcast know- this year's NASDAQ upside rally was largely driven by Japan and the Nikkei225. Now, Weston Nakamura explains how the current market sell-off is being driven by China, and the plunging yuan. Weston also discusses his views on the Japanese ... Show More
38m 56s
Aug 2022
China's economic challenge
China, the so-called engine of global growth, seems to be stalling badly right now. The country is facing rising unemployment, falling factory output and a collapsing property market. Plus, a growing number of regular Chinese citizens are complaining that the country's tough anti ... Show More
18m 3s
Sep 2024
Why China’s economy is struggling
After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, and geopolitical tensions. Goldman Sachs Research’s Hui Shan, chief China econom ... Show More
19m 2s
Jul 2023
China’s Economic Rebound Hits a Wall
<p>When China suddenly dismantled its lockdowns and other Covid precautions last December, officials in Beijing and many investors expected the economy to spring back to life. It hasn’t worked out that way.</p><p>Daisuke Wakabayashi, an Asia business correspondent for The Times, ... Show More
22m 59s
Aug 2023
A Primer on China's Current Economic Turmoil
China has posted some troubling economic data of late, leading many macro commentators to call attention to the concerning developments. In today's episode, NLW provides a primer on the past few years of wobbles, issues in the real estate sector, and the CCP's lack of good option ... Show More
17m 46s
<p>Today's Post - <a href="https://bahnsen.co/4gJcvvo">https://bahnsen.co/4gJcvvo</a></p>
<p>China's Market Shift and Economic Challenges</p>
<p>In this episode of Dividend Cafe, David Bahnsen discusses recent developments concerning China's economy and market performance. Bahnse ... Show More
