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Brendan McDermid - 1 Goldman Sachs - 1 Morgan Stanley - 1 Torsten Slok - 1 Janet Yellen - 1 Lifeng - 1 Colin Graham - 1 Graham - 1
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Search resuls for: "Colin Graham"


3 mentions found


☆ Wall Street tortoise overtakes Chinese hare
  + stars: | 2023-11-13 | by ( Jamie Mcgeever | Thomson Reuters | Jamie Mcgeever Has Been A Financial Journalist Since | ) www.reuters.com   time to read: +5 min
If both are calculated in dollar terms, however, Chinese stocks have, by some measures, carried an advantage over the very long term. Many observers say demographics, deleveraging, and de-risking - U.S. firms on-shoring, new supply chains, and trade tensions – will be a considerable long-term drag on Chinese growth. Little wonder, perhaps, that Chinese stocks are so cheap. Reuters Image Acquire Licensing RightsBased on 12-month forward price/earnings multiples, U.S. stocks are twice as expensive as Chinese stocks. For the past 10 years Chinese stocks have been substantially cheaper than U.S. stocks, and most of the decade before that they were usually cheaper too.
Persons: Brendan McDermid, Goldman Sachs, Morgan Stanley, Torsten Slok, Janet Yellen, Lifeng, Colin Graham, Graham, Jamie McGeever, Andrea Ricci Organizations: New York Stock Exchange, REUTERS, Rights, Shanghai, CSI, Reuters, Apollo Global Management, U.S, Treasury, Thomson Locations: New York City, U.S, Rights ORLANDO , Florida, China, Mexico
☆ ECB market rate bets: still some unfinished business for the hawks
  + stars: | 2023-04-19 | by ( Stefano Rebaudo | ) www.reuters.com   time to read: +4 min
Having firmly scaled-back rate expectations amid last month's market turmoil, investors no longer expect borrowing costs to stay higher for longer and are cautious about pricing in a deposit rate above 4%. The November 2023 ECB euro short-term rate (ESTR) forward rose to 3.65% on Wednesday, implying expectations for a deposit rate of around 3.75%. Citi meanwhile argued that the June ESTR or money market contract was less appealing from a hedging standpoint while markets were pricing a peak of 3.75%. bundfuturevolBut Bund futures volumes declined after March 15 as markets once more revised their rate expectations upwards. This means that the smaller the gap between the current benchmark rate and the expected rate, the lower the volatility, and vice versa.
☆ Analysis: Rebounding U.S. dollar a growing headache for investors
  + stars: | 2023-03-01 | by ( Saqib Iqbal Ahmed | ) www.reuters.com   time to read: +5 min
NEW YORK, March 1 (Reuters) - Investors reeling from the recent volatility in global financial markets are eyeing another potential worry: a rebounding dollar. MSCI’s index for emerging market stocks (.MSCIEF) has slipped 8% from its January highs, while the MSCI Emerging Markets Currency Index (.MIEM00000CUS) is down 3% from its early February high. "A stronger dollar poses a problem for risk assets," said Lauren Goodwin, economist and portfolio strategist at New York Life Investments. The dollar's recent rebound has weighed on various risk assetsBecause of the dollar's central role in the global financial system, its fluctuations have widespread repercussions. Whether the dollar continues its rebound will depend in part on investors' perceptions of how much higher the Fed will need to raise interest rates.
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