David Ingles

David Ingles


Non-award winning journalist. Host of the China show @BloombergTV + money follower, data digger @Markets opinions mine, no investment advice, no endorsements

59581 followers  •  2131 follow  •    •   https://www.bloombergmedia.com/talent/people/david-ingles

Hong Kong released its latest population data and the drop is just a STUNNING visual on a chart. Check out rate of change going back to the 1960s. This is a record decline and it's not even close.

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Boom. China unexpectedly cuts interest rates. PBOC cuts both 1-year MLF and 7-reverse repo rates

Epic rally today in Chinese government bonds. 10-year yield seeing a nearly 3-standard deviation drop (data goes back to start of pandemic). ICYMI - China July data missed nearly across the board + PBOC cut rates today

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You know it's serious when factories are needing to shut because of energy shortages. It's bad enough adjusting to high energy prices but actual shortages are another thing. Gotta talk about this more.

Trafigura-Owned Smelter to Halt Production

Tencent used to be able to deliver growth of 20-40% with its eyes closed. 2022 has been a very different story. First-quarter Y/Y revenue growth was virtually at zero.

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UK inflation tops 10% for the first time in 40 years. Gahhh

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What’s a really good indicator of economic activity outside of the usual formal official metrics?

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Safe haven: Gold or Bitcoin? We found out today.

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This is a super important story right now. Every single economist I’ve had on shows is following this extremely closely.

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First time in at least 30 years that both stocks and bonds are down by this much simultaneously. Where to put your money?

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JUST IN: China halts natural sand shipments to Taiwan

The Philippines sends nurses around the world but now needs more badly at home. Country needs 23,000 of them as coronavirus cases soar.

Brent crude rips through the ceiling out of the gates. Prices near $140 early Monday in Asia

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Mutation alert. Malaysia has detected a strain of the new coronavirus that’s been found to be 10 times more infectious. The strain was also found in another cluster involving people returning from the Philippines.

China's yield premium over US treasuries is about to disappear for the first time in 12 years.

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