跨资产简报 - 中国股市涨势是否可持续？5 分钟了解关键争论 -Cross-Asset Brief-Is the Rally in Chinese Equities Sustainable Key Debates In Under 5 Minutes – September 2025

September 30, 2025 06:28 PM GMT Cross-Asset Brief M Global Idea Is the Rally in Chinese Equities Sustainable? Key Debates In Under 5 Minutes – September 2025 Don't have a lot of time? Here are some brief thoughts on a few key cross-asset debates we've had with investors in September on our out-of-consensus calls. 1) Can the USD weaken from here? Yes 2) Could potential fiscal expansion weigh on Japanese bonds? Not likely 3) Is the US consumer starting to show weakness? Consumer spending is slowing and increa ...