Asia Economics | Asia Pacific The Viewpoint: Why the RMB will not follow the yen path of 1985-95 We don't expect the RMB to appreciate significantly given persistent deflationary pressures and need to keep monetary policy accommodative. Pursuing currency appreciation on its own would exacerbate deflation, might be insufficient to secure a trade deal, and wouldn't bring sustainable rebalancing. Key Takeaways In this report, we draw on the lessons from Japan's currency appreciation after 1985 and highlight th ...

Despite ongoing trade tensions and a weakening economy, Canada’s main stocks benchmark outshone its US counterpart in the first half thanks to a record-breaking gold rally https://t.co/zbSQt1quuP ...

also pave the way for combination Covid and flu shot. Meanwhile, China's manufacturing sector contracting for the third straight month as deflation fears ripped through the world's second largest economy. Inventory and employment data also declining.For more on China and ongoing trade tensions, let's bring in retail research founder and president David Riedel. David, great to have you with us. >> Thank you.>> We've got a few more economic readings under our belt, so to speak, since the China US trade war re ...

The prospective buyer of TikTok’s American operations cited by Donald Trump is the same investor consortium including Oracle, Blackstone and Andreessen Horowitz, whose bid for the app had stalled amid US-China trade tensions https://t.co/BgQwD54FY3 ...

Group 1 - The article highlights the resurgence of tech stocks, attributed to easing trade tensions and high employment rates, suggesting a potential return to a TINA (there is no alternative) investment environment [2] - The focus is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging, indicating a strategic approach to investment [1] Group 2 - The article emphasizes the importance of performing due diligence and drawing personal conclusions before making investment decisions, reflecting a cautious approach to investment advice [4][5]

Tariffs to tack to now student visa bans. Is there a sense that the U.S. under the Trump administration has a clear China policy, a clear China strategy. So, look, I think the one area, one of a few areas in which there is not real clarity about the ultimate direction of where President Trump wants to take a relationship is between the United States and China.And that's similar to the first term. And I think the reasons for that is that under the Trump tent, there are very different views. You have some peo ...

Key Takeaways Barrick is progressing with key projects like Goldrush, Fourmile, and Lumwana to boost long-term production. AEM saw record Q1 cash flow, slashed net debt, and benefits from post-merger scale and flexibility. Agnico Eagle trades at a higher valuation than B but offers stronger dividend growth and lower financial risk.Barrick Mining Corporation (B) and Agnico Eagle Mines Limited (AEM) are two leading players in the gold mining space with global operations and diversified portfolios. While gol ...

Equity Research 13 June 2025 Barclays Metals & Mining Mined Matters – What's behind the platinum breakout? Our weekly briefing covering top news flow in the space, chart of the week, latest positioning data, commodity price moves, sound bites from the supply chain, recent global research, upcoming events, and corporate access. Chart of the Week European Metals & Mining NEUTRAL European Metals & Mining Amos Fletcher, CFA +44 (0)20 7773 2225 amos.fletcher@barclays.com Barclays, UK Ian Rossouw, CFA +44 (0)20 3 ...

>> Investors are paying close attention to Iran and Israel trading strikes. In addition, the fed begins its latest meeting today. Joining us now on rates Megan Draper, global head of debt capital markets at Barclays.And you know, as usual another day we've got another another scary talk about how US debt level highest the talk of Wall Street. Have you been talking about it a lot. The high debt level.Yes. >> I think the most worrisome part of the market has been the volatility in rates, without question. But ...

Key Takeaways Inflation rose less than expected in May, easing recession fears and boosting investor confidence. U.S.-China trade deal and paused tariffs have improved sentiment toward consumer discretionary stocks. NFLX, FOX, CCL and TILE saw positive earnings estimate revisions over the past 60 days.Inflation is cooling at a faster rate than expected, much to the relief of millions of consumers who were reeling under the fears that the nation’s economy could slip into a recession as President Donald Tru ...