Good MornING Asia - 11 June 2021

Despite higher than expected inflation in the US last night, 10Y US Treasury bonds rallied with bond yields falling to 1.43% as of writing - our analysts have been hard at work explaining all of this

In this bundle

Opinion

Macro and markets divorce

Despite higher than expected inflation in the US last night, 10Y US Treasury bonds rallied with bond yields falling to 1.43% as of writing - our analysts…

Asia: Shut that door!

Bucking the global trend in economic re-opening, Asia has recently been restricting movements again, which is leading us to trim many of our growth…

China

China: Chip disruptions from Covid

The small number of Covid cases in China's Guangdong province is disrupting production and shipments. Supply chains are once again being hit. If Covid…