New world, new playbook?

In this episode of Macro Microscope, Indrani De, CFA, PRM, explores the stark shift in behaviours of financial markets across countries. She dives deep into the southern peripheral economies of the Eurozone, analysing fixed income and equities, and how their performance has changed relative to the traditionally strong northern European countries. She then focuses on the APAC region, examining the relationship between Chinese and Japanese yields. With Japan seemingly overcoming its decade-long battle against deflation, she raises a critical question: Is China now facing a similar challenge?
Next, John Dioufas, analyses the implications of potential deflation in China, particularly how it influences the pricing of future interest rates. He then flips to the United States, where the yield curve suggests a different story. The market anticipates higher future interest rates, driven by the belief that inflation will be more persistent in the US than many expect. What do these different scenarios mean? Find out in our video.
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