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PETER LEWIS' MONEY TALK - Tuesday 13 August 2024, by Peter Lewis Money Talk On Tuesday's Money Talk, ● Hindenburg accuses India stock market regulator of conflicts ● India inflation falls to 5-year low ● Asian equities boosted by semiconductor stocks 1/3 open.substack.com/pub/peterlewis…

PETER LEWIS' MONEY TALK - Tuesday 8 October 2024 On Tuesday's Money Talk, ● Mainland China markets reopen amid expectations of fiscal stimulus ● Asian stocks rally ahead of rate decisions from NZ, Korea & India ● Brent crude oil hits 6-week high 1/3 open.substack.com/pub/peterlewis…

Thanks for the discussion this morning Peter. Pleasure as always.

.Will Denyer, chief US economist for financial research specialist Gavekal, runs the rule over what happens next. ✏Will Denyer #gavekal #election #citywireswitzerland citywire.com/ch/news/gaveka…

Federal Reserve boss Jerome Powell made things crystal clear Thursday. Asked if he would resign should incoming US president Donald Trump demand it, Powell responded with a curt “no”. In this video, US economist Will Denyer assesses the probability of open conflict between the

with Mark Michelson, Chairman of the Asia CEO Forum at IMA Asia, Will Denyer, US Economist at Gavekal, and in Washington D.C., our US Economics Correspondent, Writer & Broadcaster, Barry Wood. 2/3

This is very interesting, and I think a world first: a local government in China has just sold its sky, literally. This is the government of Pingyin County, Jinan, Shandong Province who sold for 924 million yuan (approximately $130 million) a 30-year concession to operate and

Johnnie.A.Lot.of.Numbers You are correct. Explaining the intricacies of China Inc. requires too much detail for a twitter post. 100%, there is competition in the Chinese market. China is more capitalist than most in the west like to admit. I tell people to read this Arthur Kroeber book, read Gavekal

Just arrived! Looking forward to learn new angles and perspectives from Charles Gave 🥹 Cc: Gavekal Louis-Vincent Gave

An American, a Chinese, a Japanese and a European walk into a financial market and each decide to put 50pc of their assets in local bonds, and 50pc in local equities and rebalance weekly. In 2024, in USD terms, who did best? Who did worse?

Donald Trump is not known for his reticence. So, when the incoming US president failed to announce sweeping import tariffs on the first day of his new term in office, people sat up and paid attention. 🧵📼

Happy to be on RTHK’s The Close yesterday. rthk.hk/radio/radio3/p…

The US equity market, and the Magnificent Seven in particular, have benefited from AI excitement and a perception that the US is the unambiguous leader in this technological race. Then came the DeepSeek release which challenged those basic assumptions. In order to think through

with Francis Lun, the CEO of GEO Securities, and Will Denyer, US Economist at Gavekal. With a view from Australia, is Toby Lawson, the former CEO at Statton Partners. toby lawson 2/3

Thanks Rodney. It was an honor and pleasure opening this year's HFM APAC summit in Macua. I also learned a lot from the other speakers and participants, while making some useful contacts.

DOGE has had no impact Deficit in 2025 is bigger than 2024, 2023…

with Mark Michelson, Chairman of the Asia CEO Forum at IMA Asia, Will Denyer, US Economist at Gavekal, and in Washington D.C., our US Economics Correspondent, writer & broadcaster, Barry Wood. 2/3

There are a lot of uncomfortable conversations going on in the world today. One of them has to be between Brussels and Dublin.

with Mark Michelson, Chairman of the Asia CEO Forum at IMA Asia, Will Denyer, US Economist at Gavekal, and in Washington D.C., our US Economics Correspondent, writer & broadcaster, Barry Wood. 2/3

4th at Grand Lake, Oklahoma.