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cover of episode 253: Mixed signals from the US and China as the Bank of Japan appoints a new governor – Market Talk

253: Mixed signals from the US and China as the Bank of Japan appoints a new governor – Market Talk

2023/2/16
logo of podcast LGIM Talks

LGIM Talks

Shownotes Transcript

After a strong start to year for both equities and credit in the US, has market sentiment become uncoupled from fundamentals? Why is China seemingly displaying the same pattern? And as the Bank of Japan appoints a new governor, what does this mean for its yield curve control policy – and global fixed income investors? Ben Bennett breaks down all the latest market-moving news.

This podcast is hosted by Andrew Lowry, European Content Manager.

All data sourced from Eikon as at 16 February 2023 unless otherwise stated.

For professional investors only. Capital at risk.