Treasuries fell across the curve on Tuesday, with money markets still fully pricing in one rate cut by the Fed this year. Australia’s 10-year yield rose six basis points in early trading. Asian equities were mixed with Japanese stocks gaining while shares in Australia were steady ahead of Wednesday’s US inflation reading. Stock index futures pointed to gains for Hong Kong stocks.
India’s earnings slowdown cyclical, expect recovery by mid-year: Jonathan Garner
I think there is a minority opinion that this is a more structural slowdown in earnings for India. We do not agree with that. But
February 12, 2025