We are ‘structurally bearish’ on the iron ore price, says analyst
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Robert Stein of CLSA discusses his forecast for iron ore prices in the second half of the year and his outlook for aluminum and copper.
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The U.S. economy is experiencing a ‘Goldilocks scenario,’ says investment management firm
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Simon Weston of AXA Investment Managers discusses the economic impact of interest rate hikes so far.
Expect a further increase in oil prices in the coming months, analyst says
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Giovanni Staunovo of UBS Global Wealth Management discusses the outlook for the oil market.
The U.S. is likely headed for a recession in end-2023 or early 2024, JPMorgan says
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Jonathan Liang of JPMorgan Asset Management says tightening credit conditions will probably be the “primary driving force.”
The Bank of Japan has been ‘wrong-footed’ in its inflation forecasts, strategist says
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Nicholas Smith, Japan strategist at CLSA, says “when you are a country with as much debt as Japan, allowing inflation to get out of control, I think, is particularly dangerous.”
Tesla is in the final process of scaling new Cybertruck, says investment advisor
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Ross Gerber of Gerber Kawasaki says the next six months will be difficult for the Tesla, but he remains optimistic about the Cybertruck launch. He also urges investors to have a long-term horizon for the company.
US recession is inevitable: Portfolio manager
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Amy Xie Patrick of Pendal believes the economic stimulus in the U.S. has bought time to delay a recession, but won’t help to avoid one. She also shares her bond investment strategy.
Tourism, not politics, is crucial for the Thai baht: BNP Paribas
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Chidu Narayanan of BNP Paribas says the Bank of Thailand could start hiking interest rates given the rebound in Thailand’s tourism sector.
Turkish President Erdogan’s Gulf tour was to ‘show gratitude,’ analyst says
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Merve Hande Akmehmet, president of the Hologram Network, speaks to CNBC’s Dan Murphy about Turkish President Recep Tayyip Erdoğan’s visit to the Gulf Cooperation Council countries.
The U.S. Fed will continue to raise interest rates, strategist says
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Mehvish Ayub of State Street Global Advisors says that although the U.S. Federal Reserve could breathe “a huge sigh of relief” after the June inflation print, core inflation is still “way above” its target of 2%.