Jill Disis, Bloomberg News Desk Editor, and Lawrence Gillum, Chief Fixed Income Strategist at LPL Financial, explore China's bold economic stimulus shifts and regulatory challenges impacting global markets. They discuss deflation's effects on consumer confidence and how U.S.-China tensions shape economic policies. Anticipation builds around upcoming CPI data as the duo analyzes its potential influence on Fed rate cuts and bond market trends. The conversation also touches on tariff uncertainties and emerging income opportunities in fixed income markets.

Jill Disis and Paul Dobson discuss China's economy and market influences. Derek Izuel talks global market perspectives with Paul Allen. They explore China's industrial and property sectors, alternative easing approaches, President Xi's messaging to US business leaders, Federal Reserve's interest rate stance, Bank of Japan's decision impact on the Yen, and economic analyses post-COVID.

Peiqian Liu discusses BOJ decision and Asia economic outlook. Robert Lea talks about impact of AI on big tech earnings. Jill Disis explores Secretary Blinken's visit to China.

Explore China's NPC meetings focusing on economic challenges, oil demands, and market impact. Discuss investment insights, Chinese system resilience, and global energy markets. Dive into Chinese refineries, WTI crude oil prices, and upcoming economic policies. Learn about China's role on the world stage and anticipated political sessions analysis.

Exploring US-China economic ties, quant clampdown in China, and perspective on APAC markets. Tech export controls, challenges faced by American firms, and evolving dynamics of US-China relations. Impact of quants in Chinese market, recent market meltdown, and influence on market weaknesses. Insights on Asian investments, real estate, Warren Buffet's investment strategy, and perspectives on passive investing and value stocks.