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cover of episode 271: US tightening, China easing - Market Talk

271: US tightening, China easing - Market Talk

2023/6/6
logo of podcast LGIM Talks

LGIM Talks

Shownotes Transcript

Why is the US having to withdraw liquidity from the system? But why have the Chinese authorities taken to targeted stimulus? What’s the oil price and yield curve telling us that equities aren’t? And why the differential between US tech stocks and their Chinese counterparts? Ben Bennett, Investment Strategist APAC, explains all.

This podcast was hosted by Frances Watson, Content Manager.

For professional investors only. Capital at risk.