Bloomberg Surveillance
Surveillance: $100 Oil with JP Morgan's Malek
Sep 22, 2023
Christyan Malek, JP Morgan Securities Global Head of Energy Strategy, sees oil normalizing towards $100. Jordan Rochester, Nomura G-10 FX Strategist, says the dollar strength is already near disruptive levels. Saira Malik, Nuveen CIO, challenges the soft landing narrative. Janet Henry, HSBC Global Chief Economist, discusses China's economic stability and recovery, as well as the evolving narrative of Hong Kong in the financial sector.
34:07
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Quick takeaways
- Oil prices are expected to normalize towards $100 according to JP Morgan's Christyan Malek.
- Central banks are cautious about risks and uncertainties that could impact the timeline of achieving their inflation targets.
Deep dives
China's Economic Stabilization and Challenges
Despite challenges in the property sector and local government debt stocks, China's economy has shown signs of stabilization, with improvement seen in industrial production, retail sales, and credit data. The country is gradually implementing policy stimulus and focusing on structural reforms to achieve higher quality growth.
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