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Erik of Your Weekend Reading returns from three weeks in China with a conclusion that will surprise anyone who has written the country off. Then: the 8% consumer inflation expectation the Fed is forecasting away, why bond yields are heading to 5–6%, and why he thinks the energy story could end up bigger than AI.
For your information. Never advice of any kind.
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For your capital markets training needs, visit my friends at Finance Talking.This podcast explores stocks, markets, and capital, examines the role of gold in finance, unpacks tax policy and economics, discusses pathways to financial freedom and retirement, explains how interest rates affect investing, features insights from financial advisers, analyzes inflation, recession, and market volatility, covers the actions of central banks, evaluates different assets, addresses inheritance planning, reviews portfolio construction with bonds and an isa, assesses long-term returns and allocation strategies, explores macro trends, and helps listeners understand risk and pensions.
China investing outlook 2026. Consumer inflation expectations, University of Michigan survey, 10-year Treasury yield forecast, Fed rate policy midterms, Strait of Hormuz oil price, natural gas data centres, LNG export terminals, contrarian energy stocks, Project Zimbabwe, Chinese consumer
