Abdul Kadir Hussain of Arqaam Capital Asset Management says it’s likely that “rates have peaked for the year” but “the question is what is the quantum.”
Willie Walsh, director general of the International Air Transport Association, says “this year we’re looking at record revenues, close to $1 trillion, but also record costs.”
Ben Harburg, founder and and portfolio manager at Core Values Alpha, discusses U.S. President Joe Biden’s decision to raise tariffs on $18 billion in Chinese imports.
Zerlina Zeng, senior credit analyst at CreditSights, discusses China’s electric vehicle sector, and says “it’s probably a great equity story in the short term, but over the medium to long term we are a bit concerned on the credit fundamental front.”