Markets respond to robust global earnings, and signals show growing confidence in China’s recovery
Trader TV, London
Strong corporate earnings, resilient US growth, and positive recovery signals from China are shaping investor sentiment and support for risk assets, says Gary Paulin, chief investment strategist at Northern Trust Asset Management. Speaking on the latest episode of Trader TV This Week, Paulin discusses how his recent visit to China has reinforced his confidence in China’s comeback story, driven by a technology-led growth model; he looks at how global AI-led productivity gains could reshape long-term inflation expectations and shares his views on how volatile oil prices and supply chain disruption could become a thing of the past.
10.05.2026