Name: China’s Will-They-Won’t-They Stimulus Package
Uploaded: 2024-10-02T16:01:28.894-05:00
Duration: 6 min 45 s
Description: “The yield curve play is probably about done,” posits Scott Ladner. He thinks Powell will continue cutting rates, but only expects a 50-point move if jobs reports show weakness. He says that China over the last few years hints at stimulus, exciting the markets, and then pulls back on it. Scott’s sector picks are tech, homebuilders, and health care.

China’s Will-They-Won’t-They Stimulus Package

“The yield curve play is probably about done,” posits Scott Ladner. He thinks Powell will continue cutting rates, but only expects a 50-point move if jobs reports show weakness. He says that China over the last few years hints at stimulus, exciting the markets, and then pulls back on it. Scott’s sector picks are tech, homebuilders, and health care.

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