The Big Conversation

This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the dramatic move in the Japanese Yen that is testing some key levels. Will the Bank of Japan keep a cap on yields and let the currency go? Even the Euro is testing a multi decade uptrend. A strong dollar may not be your base case, but you need to be aware of its potential and the implications that has.

 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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This week LSEG’s Garett Lim talks to Helena Fung, LSEG’s Head of Sustainable Finance in the APAC region. They discuss the positive steps that Asia’s corporates have taken toward embracing the reporting criteria and ESG standards that have been set out by the Task Force on Climate-related Financial Disclosure. To accelerate the transition from here, however, will require co-ordination across the financial landscape of investors, banks, service providers and regulators.

 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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This week Real Vision's Jamie McDonald uses Refinitiv's best-in-class data to look at recent 

stock market rotations and whether ESG strategies might continue to suffer at the hands of 

surging commodity demand. Some indicators are warning of a potential slowdown which 

could have wide-ranging implications for both value and growth sectors. In the Chatter, 

Cornelia Andersson of LSEG discusses the global M&A landscape and whether the recent 

pullback in ESG strategies has dented institutional demand for sustainable investing.

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This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the onset of the rate hiking cycle and the additional re-pricing that has taken place since the first hike. Yield curves are inverting, but should we follow the usual sequencing of the last 30 years? In the Chatter, Kiran Ganesh of UBS Wealth Management outlines the prospects for rates and a few diversification strategies.

 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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This week Garett Lim uses Refinitiv’s best-in-class data to look at a number of indicators that suggest that China may be embarking on an era of more sustainable growth. Last year proved to be a challenging one for Chinese equities, with growth concerns around Common Prosperity weighing on investor sentiment. The all-important property and technology sectors were hit, with the further threat of state intervention looming over the latter. But are we beginning to see signs of an economic transformation towards more sustainable growth in 2022? That’s The Big Conversation.

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This week Real Vision’s Jamie McDonald uses Refinitiv’s best-in-class data to look at a growing number of indicators that suggest a potential paradigm shift in commodity prices might already be impacting consumer behaviour. Applying the familiar “FAANG” moniker to commodities, we look at the dynamics of Fuels, Aerogspace, Agriculture, Nuclear and Gold as “FAANG 2.0”. We highlight the potential implications for not only consumers but also investor portfolios, as the shift in commodity prices ripple through global financial markets.

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This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the surge in commodity prices and the flattening yield curve, both of which have historically been precursors to recession. What can policy makers do and is a recession now inevitable? The Chatter looks at how policy makers, who were looking to tighten, will now respond to the inflation that is difficult to control with interest rates.

 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

 

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This week Real Vision’s Garett Lim uses Refinitiv’s best-in-class data to look at a growing number of indicators which suggest that China could be about to see a return to growth. As many of the world’s major central banks battle to bring inflation under control by hiking rates, China’s dovish policy pivot presents an intriguing divergence. We highlight the potential implications for not only investors in Asia, but also global markets, as the effects of China’s credit cycle ripple through commodities and developed economies.

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This week Real Vision’s Jamie McDonald uses Refinitiv’s best-in-class data to look at a growing number of lead indicators that suggest policymakers may be behind the curve on inflation. As the Fed continues to tell us that they are “data dependent”, the growing question is whether they are looking at the right indicators. With markets becoming increasingly volatile in recent weeks, we identify some of the reasons for the growing unease amongst investors by looking at competing signals coming from the business cycle and inflation data.

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This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the rapid repricing of interest rate expectations. The US is expecting around six hikes and even the ECB is being priced at two. Has the hiking hysteria now reached a peak? In the Chatter, we look at developments in the European carbon market.

 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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