22min chapter

Monetary Matters with Jack Farley cover image

How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold

Monetary Matters with Jack Farley

CHAPTER

Navigating China's Market Dynamics

This chapter explores the performance and complexities of the Chinese stock market, focusing on the HSCEI index's notable gains amid skepticism about governmental stimulus. It examines the recovery signs in the real estate market and the impact of tariffs on various sectors, advocating for cautious investment strategies. Additionally, the discussion highlights gold's rising status as an asset amid changing global economic conditions and central bank policies.

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