Since the last episode of Signal or Noise was taped in early December, the narrative around the global economy has shifted dramatically. But nowhere has it shifted more than in the world's second largest economy.
While most major markets were in holiday mode, the Chinese government decided to reopen its economy and people to the rest of the world. The landmark move followed three years of intense lockdown restrictions. And much like the experience of other countries, consumers have a lot of pent-up savings - nearly ¥6 trillion according to one estimate from Bank of America.
But a lot of questions remain:
These issues and many more are tackled in the first episode of the brand new series of Livewire's series for economics.
Moderator Hans Lee is back in the host chair and he is joined this episode by:
7 commodities (and 8 stocks) to watch in this complex market
Where these investors are putting over $3 trillion to work in markets
Could ASX earnings and dividends beat the odds and rise this year?
Why there is no credit crunch coming in 2024
Why Australia is already in a recession (but the RBA can’t afford to cut interest rates)
Signal or Noise: Are we at the start of the next house price boom?
How to invest in a market full of confusing signals
Signal or Noise: 10 things every investor should know right now
Why these fund managers think the hiking cycle is done (and what it means for your investments)
7 key themes (and 4 stocks) to watch this ASX reporting season
Why the ASX is trading like a recession is coming (and the NASDAQ isn’t)
The ultimate guide to Australian income investing
Signal or Noise: Why the RBA’s May rate hike was the right decision
Is this the start of a second Global Financial Crisis?
Five commodities stocks successfully navigating geopolitical change
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