{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Moving Markets","title":"US inflation and US investment restrictions in China in focus","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/34fe7cc4\"></iframe>","width":"100%","height":180,"duration":793,"description":"A down day for US equities yesterday may not be so telling ahead of today’s all-important US inflation data release. The Italian government qualified the extent of its windfall tax on excess profits of banks; a US 10-year Treasury auction was well received; the US announces new restrictions on investments in key sectors in China; China is allowing group travel to key countries again; and oil, natural gas, and rice prices are all on the rise – so plenty to talk about on a peak summer day. Ronny Kaufmann, CIO Strategy & Investment Analysis, talks about China being in a balance sheet recession, the benign US economic picture, and that a consolidation in the US equity advance may not be such a bad thing.00:14 Introduction by Helen Freer (Investment Writing)00:39 Markets wrap-up by Mike Rauber (Investment Writing)06:39 Update from the CIO Office by Ronny Kaufmann (CIO Strategy & Investment Analysis)11:59 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player. ","thumbnail_url":"https://img.transistorcdn.com/x0UP3-Td3IMevJiPxMhLmOC6l5QuBuaua1OFHqOocgE/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8xNjUy/MmQxYWUyZDEwNTA1/OTJhNzY2OWUxMTU2/OGM4ZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}