

Asian Markets React to US CPI Data
May 16, 2024
Dan Wang, Stefan Hofer, and Jose Torres discuss the implications of US inflation on China's monetary policy, China's economic strategy and ambitions, and the economic outlook and interest rates analysis. They also dive into the resilience and weaknesses in consumer spending, along with the analysis of monetary policy and market messaging.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Implications of US Inflation on China's Monetary Policy and Economic Challenges
01:40 • 7min
China's Economic Strategy and Ambitions Discussed
08:58 • 2min
Economic Outlook and Interest Rates Analysis
10:56 • 7min
Resilience and Weakness: Impact on Consumer Spending
17:52 • 6min
Analysis of Monetary Policy and Market Messaging
23:51 • 2min