First Look With Surveillance: China Drills, BOE

The transcript covers global market trends, focusing on Asian, US, and European markets. It discusses the impact of geopolitical tensions, particularly around Taiwan, on market sentiment and supply chains. The US market shows resilience despite challenges, with positive earnings and economic indicators. European markets see mixed performance, with retail sectors doing well. Upcoming events include Alibaba's earnings and the Bank of England's rate decision. The transcript also highlights US legislative developments regarding Taiwan and reconciliation efforts. Finally, it touches on market anomalies like AMTD Digital's valuation surge.

What factors are contributing to the performance of the retail sector in Europe?

What is the current situation regarding US-China tensions following Nancy Pelosi's visit to Taiwan?

How has the market reacted to the news about AMTD Digital's valuation?

What are the implications of the production cuts announced by Lucid Motors?