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China
583 posts
Declaring Independence From the U.S.
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
April 25, 2024
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
April 9, 2024
What Could Turn China Around?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Changes in China's…
March 26, 2024
China, the Fed’s dot plot, and other things to watch in March
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Eyes on China China's National People's Congress convened…
March 5, 2024
Is China coming back with a bang?
by Alex Cousley & Yavor Obreshkov, Russell Investments Executive summary: Chinese equities are extremely cheap and priced for…
February 8, 2024
Count Down to Rate Cuts (and Hikes)
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
January 31, 2024
Hugh Hendry: The Growing China problem?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
January 18, 2024
Taiwan’s election, Japan’s market high, and China’s deflation concerns
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Taiwan Voters chose a return to the status…
January 16, 2024
Hugh Hendry: How to make the 'Debt Ceiling' and 'Supply' problem disappear?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
January 15, 2024
Top 5 Global Risks of 2024
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
December 20, 2023
The End of Declining Capital Intensity
by Robert M. Almeida, Jr., Global Investment Strategist, and Portfolio Manager & Team, MFS Investment Management Rob Almeida…
November 22, 2023
Is China Investable?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, Charles Schwab & Co., Inc. Reasons…
November 21, 2023
Global market roundup: Manufacturing, earnings season, inflation, and more
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Manufacturing weakness Purchasing Managers’ Indexes painted a weaker…
November 2, 2023