Has Inflation Peaked And Will The FED Pivot?

Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank

17-Nov-22 07:00

Has Inflation Peaked And Will The FED Pivot?

Pause
Embed

While we seem to be at crossroads with softer US CPI and PPI data, retail sales figures have been still rather robust. This has fuelled a market rally in November while the USD continues to weaken with the Bloomberg dollar spot index only up 8.5% from 15%. This may persist as long as the equity market continues to be risk on. Over in China, consumer spending contracted in October, its first decline in four months. Will the Chinese government introduce any measures to boost the retail economy similar to the property sector? For answers, we speak to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank.

Produced by: Michael Gong

Presented by: Shazana Mokhtar, Wong Shou Ning, Chong Tjen San

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: markets, economy

Tags: retail economy, us cpi, ppi, chinese economy, consumer spending,

Today’s Shows

6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter, tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Jaw Tu Hkawng, Freelance Journalist, Legal advocate & activist, weighs in on the significance behind Myanmar's upcoming elections.

7:45 AM

Morning Brief

Dr. Farah Nini Dusuki of Suhakam discusses how the Child Act 2001 protects minors as five children face court over the death of Zara Qairina Mahathir.

8:00 AM

The Breakfast Grille

Tan Sri Dr. Nik Norzrul Thani, Executive Chairman of Zaid Ibrahim & Co.

8:30 AM

Morning Brief

P. Gunasegaram, Independent Business Writer gives us his thoughts on Malaysia's FDI numbers.

8:45 AM

Morning Brief

(REPEAT) We dive into the local and international news that matters to you.

9:00 AM

Opening Bell

(REPEAT) Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter, tells us where international markets are heading.

9:15 AM

Opening Bell

Aidan Yao of Amundi discusses Asian markets, US-China trade, and investment strategies.

9:35 AM

The Property Show

We unpack the latest real estate trends, from taxes to interior design.

10:05 AM

Open For Business

11:00 AM

The Workplace

12:00 PM

Enterprise Explores

Cybersecurity expert CF Fong on the hidden cyber risks of 'polyworking' or juggling gig work, which has been linked to over 6 million cyberattacks.

1:00 PM

The Breakfast Grille Repeat

Tan Sri Dr. Nik Norzrul Thani, Executive Chairman of Zaid Ibrahim & Co.

2:05 PM

Discovery Hour

3:05 PM

Earth Matters

They are striking, noisy, and unmistakable - but hornbills are far more than beautiful rainforest residents. As key seed dispersers, they’re essential to the health of our forests. Few people know them as well as Dr. Yeap Chin Aik, who has spent over twenty years tracking their movements, studying their habits, and working to ensure their survival. Today, we explore the stories and science behind these remarkable birds.

4:05 PM

Health & Living

How does hearing loss change the brain and eventually increase the risk of someone developing dementia? We find out from the experts.

5:00 PM

Top 5 at 5

6:00 PM

Big Issue

How can good corporate funding make real change in communities? We hear from reps from Yayasan Hasanah and Arus Academy.

7:00 PM

Stories of KL

We sit down with Tey Tat Sing and Joseph Foo who are a part of the creative team behind the Klang River Festival to talk about the cultural significance of the Klang River.

8:00 PM

Cruise Control

Daniel Fernandez got his hands on the EV's version of the iconic John Cooper Works MINI. He shares what the car is like.

PROGRAMMES