17 Feb 2023 1 min read

Market Talk podcast: making sense of mixed signals


Ben Bennett examines the complex picture being painted by US economic data, optimism on China and what a new governor at the Bank of Japan could mean for global rates.

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After a strong start to year for both equities and credit in the US, has market sentiment become uncoupled from fundamentals? Why is China seemingly displaying the same pattern? And as the Bank of Japan appoints a new governor, what does this mean for its yield curve control policy – and global fixed income investors? Ben Bennett breaks down all the latest market-moving news.

This podcast is hosted by Andrew Lowry, Content Manager.

This episode is available on Apple Podcasts, Spotify and Audioboom.

All data sourced from Eikon as at 15 February 2023 unless otherwise stated.

For professional investors only. Capital at risk.


LGIM contributors