Affected by China Unwillingly and Unknowingly

Brian Szytel reports modestly positive markets from The Bahnsen Group’s Newport Beach office: the Dow rose 46 points, the S&P 500 gained 0.25%, the Nasdaq rose nearly 0.5%, and the 10-year yield fell 2 bps to 4.20% after trading in a 4.15%–4.30% range. Economic data were light, w ...  Afficher plus

Today's Post - https://bahnsen.co/4lFUmle The episode recaps a broadly positive market day with the Dow up 388 points and all 11 sectors higher as tech and consumer discretionary led, while the 10-year yield fell to 4.22%. It notes that 43% of S&P 500 companies hit a 20-day low a ...  Afficher plus

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 ...  Afficher plus

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Michael Pettis on Twitter https://x.com/michaelxpettis Follow VanEck on Twitter https://x.com/vaneck_us Follow Jack Farley on Twitter https: ...  Afficher plus

Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for.

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This interview with Michael Drury explores how China’s problems affect the global economy, its economic advantages, and where it spends its trillion-dollar surplus. We also discuss the US economy’s resilience, why Michael doesn’t see a recession, and much more. – Follow Jack Farl ...  Afficher plus