Markets respond to robust global earnings, and signals show growing confidence in China’s recovery.
New Trader TV This Week – Strong earnings, resilient US growth and improving signals from China are shaping investor sentiment and support for risk assets, says Gary Paulin, chief investment strategist at Northern Trust Asset Management. Speaking to Trader TV, Paulin discusses how his recent visit to China is shaping his outlook on the region; he outlines his take on the impact of AI-driven productivity gains on long-term inflation, and shares his views on why oil price volatility could become a thing of the past.
In this episode:
📌 What’s informing investors/traders’ decisions this week?
📌 Is China finally making its comeback?
📌 What are the short and long-term impacts of AI-productivity gains?
📌 What are investors underestimating?
This show is supported by Cabrera Capital Markets.
[This post was first published on Trader TV]
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