Amrith Ramkumar

speaker

860 appearances 16 recordings 1 series first heard May 2018 last heard Sep 2021

Amrith Ramkumar’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Booming Economy Isn't Impressing All Investors · 28 Aug 2018 podcast

So these index, the city's economic surprise index, for example, is really focused on consensus projections. voice-verified

So even if the rate is higher, people are kind of baking that in more, I guess, if that makes sense. voice-verified

So it's becoming easier for the countries, like you mentioned, like Germany and other emerging markets to exceed those expectations. voice-verified

And voice-verified

A lot of this, again, has to do with sentiment, even looking at how this is impacting investor behavior in markets. voice-verified

And that has been rocked, really, by trade tensions all year. voice-verified

And so kind of underlying some of the recent market movements, like the dollar coming down and assets more tied to global growth outperforming, has been kind of the improvement in U.S.-China trade relations and the country's charting a path to resolve that conflict by November. voice-verified

So that's kind of where this relates to markets and, again, what investors are thinking about. voice-verified

Right. voice-verified

And so, again, it's all relative. voice-verified

So, assets in the U.S., again, like stocks, the dollar, that are more tied to U.S. voice-verified

growth, more insulated, have generally done well. voice-verified

And things that are more exposed to countries like China, emerging markets, they've done pretty poorly because people are a little worried that voice-verified

you know, the global economy will weaken just based on the data and, again, the trade tensions. voice-verified

And then that will lower consumption for a wide range of products, including broadly commodities. voice-verified

So a lot of metals prices and things like that have done very badly because of this, like, global growth sentiment. voice-verified

And people use materials as that kind of economic indicator. voice-verified

So looking at something like copper, which is down almost, like, about 20% from its four-year high in June. voice-verified

So that's, like, kind of an indicator of that. voice-verified

But, yeah, exactly. voice-verified

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