US-China Trade Dynamics - Chinese companies still rely on the American market, despite double-digit falls in exports to the US over the past eight months [2][3] - China's exports to the US are being rerouted through third countries like Vietnam, Thailand, Malaysia, Philippines, Indonesia, and Mexico [3] - If Chinese companies completely lost access to the American market, their profits would significantly decrease [4] China's Economic Strategy - China is diversifying its trade relationships, indicating that the US is not the only market for Chinese goods [4] - The primary focus is on the weakness of Chinese domestic demand and the country's increasing ability to meet its own needs domestically [5] - The Politburo has decided to prioritize boosting domestic demand in 2026 [6] Stimulus and Import Reliance - The expected stimulus is not very large, limiting its impact [8] - Chinese companies are increasingly capable of filling domestic demand gaps, reducing reliance on imports [8][9] - China is less reliant on imports than ever before, diminishing the flow-through effects of domestic rebalancing to foreign countries compared to the 2008 stimulus [9][10]

He's got one of the greatest jobs in the history of movies. And one of the things is that he's got a lot of interesting things happening, aside from what you're talking about. But it is a big market share.You know, there's no question about that. It could be a problem. Joining us from all that is our deals.Reporter Manuel Baigorri. Thank you, Manuel, for being with us. So how seriously should investors and dealmakers maybe take Donald Trump's antitrust warning.He did say this has got to go into a process, b ...

Bond Market & Yields - Hawkish comments from Schnabel are expected to move bond markets, potentially forcing yields higher [1][2] - The macro backdrop suggests a world overburdened with government debt and fiscal promises, leading to higher yields and potential debt monetization [2][3] - The market anticipates a hawkish stance from the Fed this week, alongside JGB auctions, which could influence short-term dynamics [4] - The relevance of the Fed's dot plot is questioned beyond the short term, particularly with a new Fed chair expected in 2026 [5][7] Trading Opportunities & Market Dynamics - The current market environment is considered favorable for traders due to mispricing and declining participation from macro investors [5][6] - Macro trades are expected to pick up again in January after a decline in liquidity following the Fed meeting [6] China's Economic Outlook - China is reportedly focused on expanding domestic demand [7] - China's export strategy involves shifting focus from the US to Latin America and Europe [8] - The Yuan's depreciation on a trade-weighted basis is at its worst level since 2017, benefiting Chinese exports [9] - A weaker Yuan is expected to support the outperformance of the Chinese stock market, while also posing a concern for the government [10]

So BNF has been looking at the metals market and just published your latest outlook on how shifts within the energy sector are going to be shaping the metals market. And that's a well established link, of course. What did you discover.I think the three main things that were discovered. Just like you mentioned, copper trading at an all time high. And for us what we saw is that there's obviously a deficit as a result of the growth in demand we've seen in the market from transition from datacentres.But then al ...

This development comes as the UK Prime Minister Keir Starmer is preparing to host multiple European leaders. Macron and Merz will all be in London for these peace talks. And what's the status of things.Yeah. So if we look back to the last couple of days before we cast it forward on Friday, we had the White House and the Ukrainians basically saying that they had agreed to a framework for security arrangements. Again, sort of a broad and sweeping statement, I think, in order to give continued momentum to thes ...

We are in Abu Dhabi. You come here pretty often. We were just talking about the weather in Abu Dhabi and how it is like.And so, you know, since you're on the ground and you have a presence in this emirate and you come here pretty often, what do you think it would take for the UAE, whether it's Abu Dhabi or Dubai, to establish themselves as global asset management hubs. Or where do you think they are in their cycles right now. I think, as you say, I've been coming here for 32 years, so I've watched it evolve ...

And staying with India. Indian airports in turmoil after the country's largest airline cancelled more than 2000 flights in just days. Long queues, stranded families and frayed tempers have become the norm at major hubs across the country.Indian regulators have ordered the CEO of IndiGo to explain the severe disruptions which began last Tuesday. Let's get perspective. Vandana Singh, chairperson at the Federation of Aviation Industry in India.Vandana, what's your take. I mean, what went wrong with IndiGo. Tha ...

Thailand's military says it launched airstrikes along its border with Cambodia after clashes killed one Thai soldier and injured four. Both countries have accused each other of breaching a cease fire agreement brokered by Malaysia and US President Donald Trump. Let's cross to Bangkok and our Thai land reporter Randy Thanthong-Knight.Randy, what triggered this latest clash and why is it escalating now. So just to recap, last month there was a landmine incident that injured several Thai soldiers. And Thailand ...

[CC may contain inaccuracies] It's now recommending effectively going underweight the mega-cap tech stocks versus the rest of the S&P 500. Veteran strategist Ed Yardeni says he sees more competitors coming for the juicy profit margins of the Mag Seven. Yardeni is also seeing little reason to stay overweight on the U.S. in the all country world MSCI portfolio.Some global peers have outperformed the S&P 500 this year on cheaper valuations and the weaker dollar. Let's talk to the man himself. Ed Yardeni is pre ...

Economic Overview - Nepal's 31 million inhabitants have an average annual income of less than $2,000 [1] - Nepal's GDP is approximately $40 billion per year [1] - Nepal's GDP has grown at an average annual rate of over 4% in the last 10 years [2] - Nepal experienced 4.2% economic growth in the last decade [2] Inequality Trends - Nepal's Gini coefficient has fallen over the past two decades, suggesting a shrinking gap between rich and poor [2] Social Perceptions - There's a changing perception of wealth, highlighted by discussions around "Nepo babies" and the experiences of affluent individuals [3]