In episode 90, Michelle examines China's recent economic measures amidst ongoing trade tensions with the U.S., analyzing the potential impacts on global markets. The episode then shifts focus to Tokyo, where a surge in inflation presents a dilemma for the Bank of Japan regarding interest rate adjustments. Michelle also explores the European Central Bank's dovish signals, discussing the reactions within European markets and the broader economic implications. The episode wraps up with concluding remarks and a reminder to follow the podcast for continued insights and updates on financial developments.
(0:00) China's economic measures and trade tensions with the U.S.
(2:02) Tokyo inflation surge and Bank of Japan's interest rate dilemma
(3:18) ECB's dovish signals and European market reactions
(4:45) Conclusion and follow-up reminder