Wall Street Week
Bloomberg Wall Street Week - November 3rd, 2023
Nov 4, 2023
Former Council of Economic Advisers Chair explains US labor market slowdown. Citi US Equity Strategist analyzes cross-asset rally after Fed pause. Willett Advisors CEO discusses UAW agreements with Big Three automakers. KKR Head of Global Macro and Asset Allocation dives into China's shift to disinflationary.
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Quick takeaways
- China is experiencing a shift in economic growth drivers, with significant opportunities in decarbonization and industrial automation sectors.
- Japan's corporate reform initiatives and focus on productivity gains offer potential investment opportunities in the evolving investment landscape.
Deep dives
China's economic challenges and shifting growth drivers
China's nominal GDP growth has decreased from 20% to 6%, signaling a shift in the economy's growth drivers. The decarbonization and industrial automation sectors are experiencing significant growth, with opportunities for investment and innovation. While challenges persist in the real estate market, these emerging sectors offer potential avenues for economic development in China.
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