What are the implications of the weak retail sales number on market expectations?
RHB's Jha on Markets
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Business, Religious Studies, Other, Social Studies
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University
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Hard
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The video discusses market trends and expectations for 2023, highlighting the rally in equities, dollar depreciation, and bond yield changes. It covers global bond sales, US bond market forecasts, and the impact of economic indicators on equity markets. The video also analyzes China's economic outlook, emphasizing bearish views due to policy and growth challenges.
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4 questions
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1.
OPEN ENDED QUESTION
3 mins • 1 pt
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2.
OPEN ENDED QUESTION
3 mins • 1 pt
How does the speaker assess the risk of a recession in the US based on earnings?
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3.
OPEN ENDED QUESTION
3 mins • 1 pt
What are the key reasons for the bearish view on the Chinese economy?
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4.
OPEN ENDED QUESTION
3 mins • 1 pt
What is the forecast for China's GDP growth in 2023 compared to market expectations?
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