V i e w p o i n t | 30 Jun 2025 01:13:46 ET │ 10 pages China Economics Steady PMIs Suggest Steady Growth CITI'S TAKE Both mfg. and non-mfg. PMIs came in better than expected in June, pointing to still-on-track growth momentum. Our high-frequency trackers also indicate that China's exports to the US rebounded in June and its total monthly exports likely continued to growth. On the other hand, domestic demand like property sales could be seeing policy impact fading. The divergent recovery is set to extend int ...

Warren, um, good to have you on. You know, we hear you you've been giving the market the benefit of the doubt for some time. It's it's been the right way to approach it right here.How does the things set up right now in terms of what the market has already been feeding off of and where do you think it goes from here. Yeah, I mean, I we're still overweight equities. Uh, that's been our posture since early May.Uh, we stepped out, we neutralized our overweight back in February and and kind of got back in in ea ...

uh with JP Morgan Asset Management's chief global strategist, David Kelly, who joins us. David, very good morning to you. Good to see you.Glad to be here. Let's I mean, as Sarah said, lots to break down there from potential trade deals or not, uh the bill going through Congress, but also the jobs number. How much better than expected was the jobs number.Does it tweak your outlook for the economy a lot or not. Only very slightly. Um I mean, it's fine.I mean, the the economy is slowing down slowly, but I thin ...

Effectively what we're doing here is we're authorizing $3.8% trillion in deficit increases without paying for it and moreover assuming that the cost is zero. And the reason that's important is mostly for the bond markets and anybody looking at our go forward debt and deficits that effectively paves the road a beautiful road for steamrolling through any further deficit increases that any party wants from from now on. So this is like sort of the end of any sort of leash on deficit increases or spending from C ...

talk all about this and very much more with me pand JP Morgan global market strategist mirror great to have you with us um very good morning to you snapshot I guess for me why don't we start there on the international pitches obviously US markets record highs bounce back very strongly but outperformed by a number of international markets has that changed the sort of perspective your clients have on on those markets or very much still focused on the US there is still a huge home bias towards US stocks but it ...

June 30, 2025 01:16 AM GMT Investor Presentation | Asia Pacific M Foundation China Economics: Solid 2Q, Softening Momentum, Fall Stimulus Likely Related Reports: Solid 2Q, Softening Momentum, Fall Stimulus Likely (26 June 2025) Morgan Stanley Asia Limited Robin Xing Chief China Economist Robin.Xing@morganstanley.com +852 2848-6511 Zhipeng Cai Economist Zhipeng.Cai@morganstanley.com +852 2239-7820 For important disclosures, refer to the Disclosure Section, located at the end of this report. M Fall Stimulus S ...

Ivory Johnson, founder of Delancey Wealth Management, says global liquidity and fiscal stimulus will push stocks higher, favors tech over small caps, and sees more upside for gold. ...

June 23, 2025 11:47 AM GMT Investor Presentation | Asia Pacific M Foundation Lingering Deflation Despite Tariff Detente Morgan Stanley Asia Limited Robin Xing Chief China Economist Robin.Xing@morganstanley.com +852 2848-6511 For important disclosures, refer to the Disclosure Section, located at the end of this report. M Tariffs De-escalated, Challenges Remain 2025 GDP to sustain at 4.5%, with less tariff shock than seen before May 12th … 1.5 0.0 0.1 1.3 1.4 1.3 0.2 1.2 0.9 2.0 1.9 1.8 5.0 4.5 4.2 -2 -1 0 1 ...

Welcome to Catalyst everyone. I'm Brad Smith. 30 minutes into the US trading day.Let's get to it. Three catalysts that we're watching this hour. First up, oil prices pull back after surging to their highest level since January last week.We'll get the insight on the outlook for the sector. Plus, defense stocks continue their climb higher as the Israel Iran conflict enters its fourth day. We'll have full coverage on that ahead.and investors eye potential trade talks as President Trump and other world leaders ...

Chinese retail sales rose more than expected in the past month. A National Bureau of Statistics spokesperson attributed the spike to stimulus like the consumer goods trade-in program in the upcoming 618 shopping festival. But challenges to the Chinese economy including persistent inflation and trade uncertainty that yeah still persists with industrial growth slowing from April.for a read on what this means for international investors. I want to bring in Jay Peloski who is the TPW advisory founder. Good to h ...