What’s top of investors’ minds this week?

Tariff threats spark jump in US inflation expectations, drop in consumer sentiment. The February University of Michigan consumer survey showed a rise in the 5y-10y inflation expectations to 3.5%, the highest level since April 1995 and a drop in consumer expectations’ sentiment to the lowest level since November 2023.

China: waiting for the “Twin Sessions”. China’s PMIs for February, out later this week, are likely to bounce seasonally. However, following the further fall in new and used home prices in January of 0.1% and 0.3% month-on-month respectively, markets will remain focused on the degree of new fiscal stimulus from China’s government at the National People’s Congress beginning on March 5.

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.