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Jeff Palma
Head of Multi-Asset at Cohen & Steers providing market commentary on credit risks, interest-rate outlooks, and asset allocation amid recent bank loan troubles.
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Oct 17, 2025
• 21min
Japan's Concern Over China Rare Earth Curbs, Credit Woes Hit Wall Street
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Shuntaro Takeuchi, a portfolio manager at Matthews Asia, discusses Japan's response to China's rare earth export controls and the implications for G-7 unity. He also explores the Japanese equity market's resilience amidst global tensions and how potential coalition talks could reshape Japan's political landscape. Jeff Palma from Cohen & Steers highlights recent credit quality concerns among regional banks and the Fed's internal debates on interest rate cuts, while addressing the delicate balance of global economic resilience.
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