US Markets Wrap: Inflation, Global Equities, and China’s Tech Rebound

Published on 26 Sep 2025
Share

Daniel Tan, Portfolio Manager at Grasshopper Asset Management, discusses why global equities may be running ahead of fundamentals, and where fresh catalysts could emerge. From China’s tech rebound to defense stocks and the dollar’s slide, we explore the forces shaping markets into year-end.

Produced/Presented: Ryan Huang

See omnystudio.com/listener for privacy information.