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Financial Markets

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China's Emerging Peak
Global Portfolio Strategy Third Quarter 2021

 

Reopening the global economy brings inflation pressures.

The greater risk is China's debt-fueled real estate bubble that may bring deflation.

Policy responses in the U.S. and China will determine the outcome.

 

The Scorecard

A Daily Summary of Public Market Asset Class Returns.

Source: Data from IEX Cloud. CRM calculations. All returns are expressed in percent. One, Three, and Five-Year numbers are annualized rates. MTD = Month-to-Date. YTD = Year-to-Date. ETF represents indicative Exchange Traded Fund. Data updated at the end-of-day.

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