Sound Economies with Mel & Peter: 7 November 2024
This episode puts the spotlight on the US elections, such as the winners and losers across business segments and the Trump effect on the stock and bond markets. We also discuss China’s tax mandates for wealthy individuals and corporations and... Read More →
Navigating Uncertainty: The US Presidential Race and Its Impact on Brazil-US Relations
Brazil faces potential economic shifts depending on the outcome of the US election in November 2024. From trade policies to currency stability, the result of the presidential race will affect Brazil’s economy.
Re-assessing the US Budget Deficit
The US budget deficit will remain large and growing over the next decade regardless of the outcome of the presidential polls. Sooner or later, the US may again enter a high-interest rate environment that will exacerbate the fiscal gap.
Next Week in China: 4-8 November 2024
The first week of November will see data on social financing, imports and exports, and CPI for October released to the public. In addition to these major data releases, the meeting of the National People's Congress warrants significant attention as concrete fiscal measures will be announced following the conclusion of the meeting. Congress is expected to follow through with the rollout of various stimulus measures announced by the central government.
Podcast – Sound Economies with Mel & Peter: 31 October 2024
In this episode, we dissect the better-than-expected GDP growth in the euro area in Q3 2024, the outcome of the snap elections in Japan, and the upcoming US presidential polls. We also talk about the market impact of the US’... Read More →
FOMC member: Rate cuts to accompany falling US inflation
In a 22 October interview, San Francisco Federal Reserve Bank President Mary Daly said there is room to cut US interest rates further after a big-time 50 basis point reduction last September.
Next Week in China: 28 October-1 November 2024
It will be another quiet week in terms of major economic data releases for China.
Podcast – Sound Economies with Mel & Peter: 24 October 2024
This week, we provide a recap of the 23 October webinar on the Chinese stock market. We also talk about Vietnam’s fourth president in two years, third-quarter earnings reports by luxury brands Hermès and Gucci, the impact of the upcoming... Read More →
Next Week in China: 21-25 October 2024
Next week is expected to be relatively quiet in terms of major economic data releases in China. However, as this period marks the beginning of financial reporting, attention should be given to companies' third-quarter earnings reports.
Podcast – Sound Economies with Mel & Peter: 17 October 2024
In this episode, we tackle lower oil prices amid tensions in the Middle East, a weaker euro, a new weekend arrangement in Malaysia's Johor state, yet another stimulus package from the Chinese government, and 2025 budget discussions for the UK and Germany.