Bloomberg Surveillance
Surveillance: Stepping on Brakes with Slok
Sep 8, 2023
The podcast featured Torsten Slok, Apollo Global Management Chief Economist, discussing the Fed stepping harder on the brakes. Earl Davis, BMO Asset Management Head of Fixed Income & Money Markets, doesn't expect any Fed hikes next year. Pierre Ferragu, New Street Research Head of Global Technology Infrastructure, highlights China's dependence on Apple. Steven Major, HSBC Global Head Of Fixed Income Research, predicts sideways yields. Anna Ashton, Eurasia Group Director China Corporate Affairs and US-China, discusses the systemic China slowdown.
35:03
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Quick takeaways
- The Fed is expected to apply more restrictive monetary policies, while China's dependence on Apple increases its vulnerability.
- China's economic slowdown is systemic, but its growth potential and expanding middle class still present opportunities for foreign firms.
Deep dives
China's Economic Challenges
China is facing significant economic hurdles, including a systemic slowdown and a real estate crisis. However, the country is still growing and offers opportunities due to its size and expanding middle class. Competition from domestic companies has increased, making it more challenging for foreign firms.
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