Investors pile into emerging-market funds that cut out China Demand for ‘ex-China’ strategies soar as tensions with west linger, despite recent stock rebound
https://www.ft.com/content/d06....31629-568e-4fe6-adb2

Why So Glum? Structural Break in Michigan Sentiment? Ryan Cummings and Ernie Tedeschi have a very interesting article in BriefingBook today which casts new light on the disjuncture between measured sentiment and conventional macroeconomic indicators. Cummings and Tedeschi document how the move to online sampling has altered the characteristics of the University of Michigan Economic Sentiment series. …we believe online respondents are resulting […]
https://econbrowser.com/archiv....es/2024/10/why-so-gl

FirstFT: HSBC splits east from west in major overhaul Also in today’s newsletter, son of Singapore founder granted UK asylum, and Xi Jinping’s U-turn on China’s fiscal stimulus
https://www.ft.com/content/84d....9d80e-4936-498c-b73f

Market Talk – October 22, 2024   ASIA: The major Asian stock markets had a mixed day today: • NIKKEI 225 decreased 542.64 points or -1.39% to 38,411.96 • Shanghai increased 17.76 points or 0.54% to 3,285.87 • Hang Seng increased 20.49 points or 0.10% to 20,498.95 • ASX 200 decreased 138.70 points or -1.66% to 8,205.70 • SENSEX decreased 930.55 […]
https://www.armstrongeconomics.....com/market-talk/mar

Turkey blocks exports of military-linked goods to Russia after US warning Customs system no longer allows exporters to proceed with sensitive shipments
https://www.ft.com/content/be8....f3264-ac16-4fd9-b1ba