This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the soft macro data coming out of China that could be a prelude to a decline in world growth. With many investors still positioned for reflation, the impact from China could wrong foot many investors. Bond yields have been flagging weaker growth for a few months and a break higher by the dollar could create a significant headwind for reflation assets.

 

The Chatter

The carbon emission markets continue to grow. China is about to launch its trading facility that will eventually grow into the world’s largest carbon market. Refinitiv’s Power and Carbon Senior Analyst, Yuan Li, outlines how this is expected to develop over the next decade.

 

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

 

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