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<WIRE> Eventful week on horizon for Asia, driven by China LPR and PBOC Policies



Promises by the People’s Bank of China to alleviate widespread concerns surrounding China’s economic health and an anticipated cut to its lending benchmarks set the stage for a consequential week.

This political and financial procession will peak with the Federal Reserve’s yearly symposium taking place in Jackson Hole, Wyoming.

Offshore markets displayed instability last Friday, with increased wariness due to heightened U.S.

yields and economic and systemic worries in China, which are being intensified due to growing property issues.

Wall Street showed mixed results, with Treasury yields and the U.S.

dollar falling while commodities ended the day on a high.

The outlook for Asian markets is negative, with EM ETFs closing 0.67% lower.

However, sentiment may readjust based on actions taken by the PBOC and China’s strategy to rejuvenate the stock market.

Caixin has reported that China intends to let local governments sell $205.9 billion of special financing bonds to aid 12 regions in repaying debt, according to Bloomberg News.

Dow Jones was up by 0.1%, S&P stayed constant at +0.01% while Nasdaq dropped by 0.19% due to weakness in megacap growth stocks.

U.S.

yields slipped after the recent spike, with 2-year yields down -2bp to 4.9430%, 10-year yields down -6bp to 4.2510%, and 30-year yields down -3bp to 4.3790%.

Oil prices rose on indications of decelerating U.S.

output, with Brent up by +0.8% and WTI up by +1.1%.

U.S.

copper made up for recent losses at +0.4% and gold remained stable on bets for higher-for-longer rates.

The U.S.

dollar weakened, going down by 0.2% but still bagged its fifth consecutive week of gains, with EUR, GBP, USD/JPY, USD/CHF, AUD, NZD, USD/CAD and USD/CNH showing little change.

The source of this information is Krishna Kumar who is a market analyst providing his personal views.

The industries impacted by this news include financials and banking & investment services.


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