Daniel Morris, chief market strategist at BNP Paribas Asset Management, discusses the valuation of U.S. stocks and the impact of China’s stimulus measures.
Erica Tay of Maybank Investment Banking Group lays out the reasons why China’s economic growth could slow to 4.5% next year, citing potential setbacks including trade restrictions and expectations for a deceleration in consumption.
While some contractors dismiss the plan as political rhetoric, many say they can’t afford to lose more people from an aging, immigrant-dependent workforce.
Logan Mohtashami, HousingWire analyst, joins ‘Squawk on the Street’ to discuss what the rise in mortgage rates mean for the consumer, what recent rate moves mean for housing activity, and much more.
Eddy Loh of Maybank Group Wealth Management says the willingness of the Chinese government to support the economy helps to put a floor to valuations in the market, and that dividend plays in China remain attractive.