{"id":5938,"date":"2026-02-02T11:44:24","date_gmt":"2026-02-02T03:44:24","guid":{"rendered":"https:\/\/www.bis.hk\/?p=5938"},"modified":"2026-02-03T12:15:28","modified_gmt":"2026-02-03T04:15:28","slug":"great-expectations","status":"publish","type":"post","link":"https:\/\/www.bis.hk\/zh-hk\/great-expectations\/","title":{"rendered":"Great expectations"},"content":{"rendered":"\n<p><img decoding=\"async\" style=\"width: 30px;\" src=\"https:\/\/www.bis.hk\/wp-content\/uploads\/2020\/11\/833px-PDF_file_icon.svg_.png\" alt=\"\"> Great expectations \u2013\u00a0<a href=\"https:\/\/www.bis.hk\/PDF\/2026-02-02_chartv2.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download Chart of the week<\/a><\/p>\n\n\n\n<p><img decoding=\"async\" style=\"width: 30px;\" src=\"https:\/\/www.bis.hk\/wp-content\/uploads\/2020\/11\/833px-PDF_file_icon.svg_.png\" alt=\"\"> The Market Place \u2013&nbsp;<a href=\"https:\/\/www.bis.hk\/PDF\/2026-02-02_marketplace.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download Market Data<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Policy uncertainty and shifting political momentum contrasted with strong equities, as weak consumer confidence, lighter federal intervention, and a surprise Democratic Texas win signalled rising volatility and sentiment-driven risks ahead.<\/li>\n\n\n\n<li>The narrative tilted cautiously better on growth and earnings, but remained policy-heavy, with fiscal implementation and defence geopolitics shaping priorities and risk premia.<\/li>\n\n\n\n<li>Europe doubled down on sovereignty themes, combining clearer regulatory enforcement with renewed focus on defence and payments infrastructure.<\/li>\n\n\n\n<li>Rising geopolitical tensions across Iran, China, and Japan heightened global uncertainty, boosting safe-haven flows into gold while pressuring currencies and bonds as investors priced greater political and policy-driven risk worldwide.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Political and policy uncertainty, led by US domestic shifts, Europe\u2019s regulatory and defence push, and escalating geopolitical tensions in the Middle East and Asia, has become the dominant force steering global markets, capital flows, and risk sentiment.  <\/p>\n<p class=\"customLink\"><a class=\"\" href=\"https:\/\/www.bis.hk\/zh-hk\/great-expectations\/\">\u66f4\u591a<\/a><\/p>\n","protected":false},"author":2,"featured_media":5119,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[47],"tags":[],"class_list":["post-5938","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-47"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.bis.hk\/zh-hk\/wp-json\/wp\/v2\/posts\/5938","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bis.hk\/zh-hk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bis.hk\/zh-hk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bis.hk\/zh-hk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bis.hk\/zh-hk\/wp-json\/wp\/v2\/comments?post=5938"}],"version-history":[{"count":14,"href":"https:\/\/www.bis.hk\/zh-hk\/wp-json\/wp\/v2\/posts\/5938\/revisions"}],"predecessor-version":[{"id":5986,"href":"https:\/\/www.bis.hk\/zh-hk\/wp-json\/wp\/v2\/posts\/5938\/revisions\/5986"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bis.hk\/zh-hk\/wp-json\/wp\/v2\/media\/5119"}],"wp:attachment":[{"href":"https:\/\/www.bis.hk\/zh-hk\/wp-json\/wp\/v2\/media?parent=5938"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bis.hk\/zh-hk\/wp-json\/wp\/v2\/categories?post=5938"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bis.hk\/zh-hk\/wp-json\/wp\/v2\/tags?post=5938"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}