Inflation and China Take Center Stage

Stocks are inching higher as we await tomorrow’s December CPI release, with tech leading the way as the Nasdaq Composite puts in a fourth straight green day. China-related equities and commodities are also rallying on optimism about China’s reopening. On today’s show, Andreas Steno Larsen is joined by Harry Melandri of MI2 Partners to discuss the state of markets, what China’s reopening means for the global economy, and preview tomorrow’s inflation data.

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Inflation and China Take Center Stage

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[brainkill]

Excellent interview, wonderful questions from Andreas and likewise with the answers given. My takeaway is to be aware of “Cap Day” as well as not to become to bullish on China equities.

[corycaschman]

What is the general consensus on when people think China will be reopening on a fuller scale? Now? 3 months? Thanks

[gobbeldy]

A month ? Oh my you will find out then what happened not what's happening.

[hitomiholmes]

Smart but can’t make things simple for us simpletons 😢

[rebeccachambers]

So basically it's a rich guy complaining about how poor people might actually get lovable wages and how rich people may not be able to make as much money as they once were I won't be as filthy rich or be able to get even filthier rich not even that they will be able to keep their well that they won't be as able to become even richer

[pt]

In other word your solution is to take it on the poor ?

[zzhughesd]

Absolutely not. Crackers statement. Didly Squat

[Anna-qypz]

About inflation: yes, pandemic is inflationary. Yes, geopolitical tensions are inflationary. But I seldom hear about the third big inflationary force: climate change, extreme weather events.