Inflation and China Take Center Stage

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 11 January 2023

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stocks are inching higher as we await tomorrow’s December CPI release, with tech leading the way as the Nasdaq Composite puts in a fourth straight green day. China-related equities and commodities are also rallying on optimism about China’s reopening. On today’s show, Andreas Steno Larsen is joined by Harry Melandri of MI2 Partners to discuss the state of markets, what China’s reopening means for the global economy, and preview tomorrow’s inflation data. You’ll also get a sneak peek at our newest series, Looking For the Upside, where we focus on a new investment theme and examine why right now may be the time to invest. Check out the new series here: https://rvtv.io/nuclearupside Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This episode is brought to you by London Business School.
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0:48.0	Join the ReelVision community and learn how to become a better investor.
0:51.0	I'm now to the top analysis of today's markets.
1:01.0	China is reopening while the West is on the brink of a recession.
1:06.0	To me, one of the most bizarre macro crosswalks that we've ever been standing at,
1:12.0	is the Chinese reopening going to wreak havoc with the recession narrative?
1:16.0	That is the question of today's ReelVision Daily Briefing.
1:19.0	I'm Andreas Stino sending to you live the 11th of January,
1:23.0	hot on the heels of another positive trading day.
1:26.0	We've got the S&P 500 up by more than a percent.
1:29.0	Everything just barely related to China is rallying today.
	...

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