

Markets React to a Positive US Jobs Report, NDRC Meeting Preview
Oct 7, 2024
In this discussion, Qian Wang, Chief Asia Pacific Economist at Vanguard Group, evaluates the Asia-Pacific and U.S. economic outlook. Will McDonough, CEO of Corestone Capital, shares insights on market reactions to economic data and interest rates. James Abate from Centre Asset Management analyzes implications for inflation, while Adam Coons from Winthrop Capital Management discusses how economic metrics influence market trends. They also cover the significance of the US jobs report and the upcoming NDRC meeting's potential impact on global markets and investor confidence.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
China's Economic Stimulus Outlook
01:39 • 7min
Economic Resilience and Future Outlook
08:33 • 10min
Interpreting Recent Economic Data Amidst Inflation Concerns
18:45 • 4min
Implications of Jobs Report on Fed Policy
22:17 • 6min
Navigating Bond Yields and Federal Reserve Policies
28:08 • 5min
Market Sentiment on Large-Cap Equities and Profit-Taking Trends
33:28 • 2min