HeyJaredNicholas Spiro
- Indexed articles, last 90 days
- 13
- Latest publication
- Sep 24, 2026
- Outlet visibility, for South China Morning Post
- Top 50K sites
- Earliest in this view
- Jul 13, 2026
Latest articles
Macroscope | Who has the upper hand in financial markets, the US or China? (opens the original)
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Against the rising resilience of Chinese markets, the sharp reappraisal of US debt and dollar risks makes the answer far from clear-cut In financial markets, however, things are less clear-cut. On the face of it, comparisons between the US and China are inapt. The US accounts for almost two-thirds of the market capitalisation of the MSCI All-Country World Index, a leading gauge of global stocks. It also constitutes 40 per cent of the global bond market. Furthermore, the dollar is the world’s pre
Macroscope | Who’s in control of Japanese monetary policy? Tokyo or Washington? (opens the original)
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Bessent’s intervention could have adverse implications for Japan’s economy, the BOJ’s credibility and tech-heavy stock markets in Asia Fast forward to today, and the chances of an increase have shot up to almost 100 per cent. In fact, expectations have shifted so dramatically that bond markets are pricing in a one percentage point rise in borrowing costs to 2 per cent by the third quarter of 2027. JPMorgan is even more hawkish and expects Japanese interest rates to rise to 2.25 per cent by the e
Macroscope | Why the global economy and markets continue to defy doomsayers (opens the original)
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Despite rising energy prices and bond yields, economic growth has been resilient and equity markets have been performing strongly There is no shortage of reasons to worry about the outlook for the global economy and markets. On September 9, Brent crude, the international oil benchmark, surpassed US$100 a barrel in response to the intensification of hostilities in the Middle East. In a report on September 3, George Saravelos of Deutsche Bank noted that global economic data has beaten expectations
Macroscope | Asia is not on the edge of a new 1997-style financial crisis (opens the original)
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While risks to Asia’s financial stability exist, they have nothing to do with the policy and structural weaknesses behind the 1997 crisis Rigid currency pegs were jettisoned, monetary policy was tightened sharply, concerted action was taken to stem capital outflows and reforms to address severe weaknesses in the corporate and financial sectors were implemented. Malaysia even imposed capital controls for a short period. According to the International Monetary Fund, which provided financial suppor
The View | Hong Kong and Singapore property shrug off fund tax breaks (opens the original)
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While the two cities compete on wealth management incentives to draw talent and capital, the spillover into office and residential real estate remains negligible Wall Street banks are already assessing the broader implications of the reforms. In a report on July 31, Citigroup said the changes to Hong Kong’s preferential tax regime were “a structural catalyst for capital and talent inflows into [Hong Kong]” that would support demand in the real estate market. If 3 per cent of fund managers from m
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For South China Morning Post, the outlet · Measured Aug 1, 2026
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