5% Treasury yields, geopolitics vs the Fed, China’s dollar dilemma, an AI stock bubble and more

Capital Economics Weekly Briefing

内容由David Wilder and Capital Economics提供。所有播客内容（包括剧集、图形和播客描述）均由 David Wilder and Capital Economics 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

7M ago 33:39

MP3•单集首页

With the 10-year Treasury yield finally hitting 5%, Group Chief Economist Neil Shearing explains the macro risks around rising bond yields, telling David Wilder what this all means for central banks.

He also talks about how policymakers manage geopolitical uncertainty in light of Israel’s conflict with Hamas and talks about how events in the Middle East fit with the idea that the global economy is fracturing into competing US- and China-led blocs.

Plus, Mark Williams tackles market talk that China is dumping its dollars and Bradley Saunders discusses his recent analysis on whether AI hype is fuelling a bubble in stock markets.

Click here to explore the analysis and events referenced in this episode.

93集单集

#Trading #Business #David Wilder #Economics #Global Economy #Macroeconomics #Central Banking #Rated #Inflation #Gdp