Broken China and Fed Bonanza

Broken China and Fed Bonanza

Update: 2024-09-23
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Description

Dario Perkins and Freya Beamish answer three of the top current questions from our clients. This week we cover:


1) Are markets right to react so bullishly to the big Fed rate cut?


2) Do we still need to worry about the Japan carry trade?


3) Is China as bad as it looks? What does this mean for Row?



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Broken China and Fed Bonanza

Broken China and Fed Bonanza

TS Lombard