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Early Morning with Dave
The Hang Seng Quietly Stages an Impressive Turnaround
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The Hang Seng Quietly Stages an Impressive Turnaround

Regulatory tweaks aid an impressive reversal in Hong Kong’s Hang Seng

David Rosenberg's avatar
David Rosenberg
Apr 25, 2024
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Early Morning with Dave
Early Morning with Dave
The Hang Seng Quietly Stages an Impressive Turnaround
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Highlights

  • Regulatory tweaks aid an impressive reversal in Hong Kong’s Hang Seng

  • Keep an eye on capex and inventories in today’s GDP report

  • Rising provisions and charge-offs continue to point to consumer credit stress

  • BoC has the green light to cut ahead of the Fed

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