23. Is the U.S. economy unstoppable?
In this episode, Tai Hui and Gabriella Santos discuss just how strong is the current U.S. economy and what risks lay ahead.
On Investors' Minds - APAC Edition
Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Moran Asset Management to better understand what is happening in the financial markets from our Asia Pacific headquarters in Hong Kong
11/22/2023
In this episode, Tai Hui summarizes the three most impactful macro areas of 2024, U.S. chances of recession, China's recovery, and the 2024 U.S. Presidential election.
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The value of investments and the income from them may fluctuate, including loss of capital. Past performance and yield are not indicative of current or future results. Forecasts and estimates may or may not come to pass. JP Morgan asset management is the asset management business of JP Morgan Chase and company and its affiliates worldwide.
In this episode, Tai Hui and Gabriella Santos discuss just how strong is the current U.S. economy and what risks lay ahead.
In this episode, Kerry Craig summarizes the Fed's overnight decision to keep the existing interest rate the same.
In this episode, Tai Hui explores the investment opportunities in Asian equities.
In this episode, Tai Hui recaps the latest Chinese economic data and whether there is improvement in the underlying economy.
In this episode, Tai Hui discusses the key points from the 4Q GTMA, and highlights the recent spike in yields on the back of a hawkish US Fed.
In this episode, Tai Hui summarizes the September FOMC meeting that just wrapped up, and its immediate and longer-term impacts on the markets
In this episode, Tai Hui summarizes the different factors impacting the Chinese property market and possible next steps.
In this episode, Tai Hui summarizes the July Chinese economic data, overall momentum, and other challenges to the economy.
In this episode, Tai Hui reviews the ongoing resilience of the U.S. economy despite the interest rate hikes.
In this episode, Kerry Craig provides a timely update on initial takeaways from the latest U.S. Fed rate increase.
In this episode, Kerry Craig is joined by Jonathan Liang to check on whether the global economy is still heading down the path of a recession.
In this episode, Tai Hui highlights the key takeaways from the 3rd quarter 2023 Guide to the Markets - Asia.
In this episode, Tai Hui is joined by Gary Leung, Head of Alternatives, to take a closer look at the world of real estate, infrastructure, hedge funds, private equities, and private credit.
In this special episode, Tai Hui gives an update on the U.S. Federal Reserve’s decision to maintain the current interest rate amid signs of a slowing U.S. economy.
In this episode, Tai Hui is joined by guest speaker, Alexander Treves, to take a closer look at the economic, structural, and technical factors impacting Japanese equities
In this episode, Tai Hui updates the latest on: i) the US Fed and other central banks, ii) recap of 1Q corporate earnings, iii) and China's gradual economic recovery
In this episode, Tai Hui is joined by guest speaker David Kelly to break down the increasing investor interest in the U.S. debt ceiling.
In this episode, Tai Hui outlines the preferred areas of the markets the Market Insights team as well as many professional investors and portfolio managers have for the 2nd quarter of 2023.
In this episode, Tai Hui reviews the recent problems in the U.S. and European banking sectors, and what this all means for investors in the coming months and quarters.
In this episode, Tai Hui reviews keys of investing in China: i) current economy, ii) growth drivers, and iii) have we already missed the rally?
In this episode of the On Investors' Minds - APAC Edition podcast, Dr. David Kelly provides his insights and thoughts on the developing situation that has led to the shutting down of SVB.
On this episode of the On Investors' Minds - APAC Edition podcast, Tai Hui breaks down how generating income in an investment portfolio can help improve returns in a world of heightened inflation
In the first episode of the On Investors' Minds - APAC Edition podcast, Tai Hui explores three topics that have had significant changes ince the end of 2022
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