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By Christopher Gannatti, CFA Is progress actually being made toward the ever-elusive "trade deal" between China and the U.S.? Thus far in 2019: China's equity market has been one of the best performers globally after a tough 2018. Part of this may be a recovery rally; part of it may ...
With the world pre-occupied on the U.S. yield curve – which is flat and already heavily inverted – many are overlooking problems from the world’s third largest bond market. I’m talking about China. The Chinese economy has for a long-time used debt, currency...
By Rob Waldner, Chief Strategist and Head of Multi-Sector on March 5, 2019, in Fixed Income From the Fed, to Brexit, to China, we see positive signs that could support risk assets At Invesco Fixed Income, we often talk about the risks that are likely to upset global markets...
Despite U.S. trade wars, China will stick to its growth target and fiscal easing in the short-term, deleveraging in the medium-term and rebalancing in the long-term. That's the message of Premier Li's report. Released on Monday at the annual session of the National People's Congress ((NPC)), P...
Originally published March 1, 2019 By Bluford Putnam Forget about the trade war or tax policy, the main challenge to growth in the U.S. and China, the world's two largest economies, is demographics. Editor's Note: The summary bullets for this article were chosen by Seeking...
By Jack P. McIntyre, CFA The topic of U.S.-China trade tensions has been at the forefront of almost every conversation I've had over the last two weeks with clients in Australia and New Zealand. It makes sense. That part of the world is on the front lines of world trade. During those discu...
By Bluford Putnam Could the USMCA accord among the US, Canada and Mexico, and a potential US-China trade deal get approval from the Democrats-led House of Representatives? Editor’s Note: The summary bullets for this article were chosen by Seeking Alpha Read more ....
Weekly Market Compass: Assessing the state of trade, and six events to watch this week By Kristina Hooper, Chief Global Market Strategist in Market & Economic Two key risks - trade and central bank normalization - have had an outsized impact on global stocks for more than...
Many market participants in China and abroad are often overly optimistic or overly pessimistic about the prospect of Chinese equities. The recent upturn in the stock market has rekindled interest. Chart: Shanghai Stock Composite Index Source: Sina.com The Chinese economy confuses many. S...
By Jeffrey Kleintop The easing of trade tensions between the United States and China appears to have lifted Chinese stocks, which has helped boost overall emerging market ((EM)) stocks this year. Investors seem optimistic that China's economy will finally begin to recover from the sharp sl...