
Points covered
1. U.S. stocks rose to new highs as bond yields rose
2. China’s surprise RRR cut – Why now?
3. S&P500 trading at 22x – How good should earnings be?
Your Daily A.M. Global Market Roundup. This curated podcast covers overnight market moves in the US & Europe and also puts the day ahead in perspective for investors based in Asia.
The update consists of four segments - Macro, Equities, Fixed Income, and Forex.
News sources - Bloomberg, NYT, FT, WSJ, CNBC
Disclaimer: The views and opinions expressed, if any, are of my own and do not necessarily reflect the official policy or position of the organization I work for.