Mar 1, 2024 | Markets
Need some comfort on sustainability of earnings growth: Murthy GQG’s emerging markets fund had a 5.7% weighting in China The rebound in Chinese stocks is puzzling given the lack of support from earnings growth, according to an emerging markets fund manager at GQG...
Feb 29, 2024 | Markets
Fiscal concerns, stickier inflation poised to end premia era Higher term premium seen steepening US Treasury curve Pacific Investment Management Co. is warning that US fiscal profligacy threatens to drag the Treasury market back to 1980s, a time when bond vigilantes...
Feb 29, 2024 | Markets
‘Super users’ received note before BLS tried to retract Jump in rent gauge spurred higher-than-expected inflation The US Labor Department’s statistical agency emailed a group of analysts about a key factor behind the jump in January’s consumer price index before...
Feb 29, 2024 | Markets
Latest price cut is deeper than February discounts a year ago Apple’s sales in China in the past quarter missed estimates Apple Inc.’s resellers in China are slashing the price of iPhone 15 models by as much as $180, signaling an unusually prolonged slump in demand....
Feb 29, 2024 | Markets
Seven of 15 economists see a March policy shift as possible BOJ price target ‘coming into sight,’ board member Takata says The Bank of Japan sent one of the strongest signals yet that the end is near for its negative interest rate policy — an event for which the...