Chinese Stocks Surge, Concerns About U.S. Inflation Grow
Source: SeekingAlpha
2025-02-20 12:40:00 ET
Summary
- Chinese stocks have had attractive valuations for years, but the appearance of some important catalysts has sparked a rally.
- Expectations for US inflation have risen, and the Federal Reserve has historically paid attention to these key indicators.
- My base case is that the 10-year yield won’t pierce 5% this year, although I do think we will see some volatility given increased uncertainty.
We’re more than halfway through the first quarter, and it seems that clients have more questions by the day as the news flow intensifies. The rise in Chinese stocks, concerns about US inflation, and the direction of 10-year US Treasury yields are among the things we’ll be watching as we head into the back half of the first quarter – and beyond.
Chinese equities
Chinese stocks have been on a tear this year, continuing their strong performance that began later in 2024. 1 Year-to-date as of Feb. 14, the MSCI China Index has risen 13.9%, dramatically outperforming the MSCI USA Index’s 4.4% gain. 2 ...
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Chinese Stocks Surge, Concerns About U.S. Inflation Grow
Direxion Daily FTSE China Bear 3X
NASDAQ: YANG
YANG Trading
7.68% G/L:
$27.76 Last:
871,999 Volume:
$27.24 Open:
