State Street’s Post

While US trade and fiscal policy dominate the popular discourse, recent developments across Asia have the potential to be every bit as consequential for #fx and equity market returns. Newly announced economic measures from China’s National People’s Congress, the emergence of DeepSeek’s large language model and Japan’s policy choices carry both intra- and inter-regional implications for the macro outlook. Ben Luk, senior multi-asset strategist for State Street Global Markets in Hong Kong, walks through the range of considerations investors are making across the region on #STTStreetSignals. https://lnkd.in/e3VgmrG6