NAB Morning Call China Tries Again
Jan 24, 2024
Discusses China's economic recovery efforts, including a reserve requirement cut and potential fiscal stimulus. Analyzes Japan's bond yields and the possibility of positive interest rates. Examines the impact of a half percent cut in China's minimum reserve requirements. Analyzes PMIs in Europe and implications for rate cuts. Highlights the positive performance of the US economy and upcoming economic data releases.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Unexpected Rebound in Exports and Governor Ueda's Hints at Policy Changes
02:52 • 2min
China's Reserve Requirement Cut and Stimulus Concerns
05:11 • 3min
Analysis of PMIs and Implications for Rate Cuts
08:13 • 2min
US Economy's Positive Performance and Upcoming Important Economic Data
09:45 • 7min