Homan Lee of Lombard ODA believes the People's Bank of China's move to shift its benchmark from a 7-day to a 1-day rate will have limited near-term implications for Chinese markets due to remaining co...

Homan Lee of Lombard ODA views the People's Bank of China's 2024 framework changes as a continuation of a medium-term transition toward a market-priced, price-based monetary policy regime.

Homan Lee of Lombard ODA subscribes to the view that memory remains a key bottleneck in overall AI development, which is a positive factor for South Korea's economy.

Homan Lee of Lombard ODA states that the earnings outlook for South Korea is experiencing 'relentless' upgrades for both the current year and the next.

According to Homan Lee of Lombard ODA, Japan is well-positioned to benefit from AI-related demand as it is home to producers of key components like NAND memory and ceramic capacitors.

Homan Lee of Lombard ODA predicts that countries globally will increase their infrastructure spending in reaction to the risks highlighted by the situation in the Strait of Hormuz.

Homan Lee of Lombard ODA's base case is for the Bank of Japan to implement semiannual rate hikes, with the next move anticipated in December.

Homan Lee of Lombard ODA sees investment opportunities in bond markets in Europe, Asia, and Australia, where recent rate hikes could lead to a better future trajectory for bond investors.

Homan Lee of Lombard ODA assesses that the current pricing in the bond market for future rate hikes is 'a little bit excessive'.

Homan Lee of Lombard ODA states that the disruption in the Strait of Hormuz and the resulting energy market instability are now fading from view.

Homan Lee of Lombard ODA's base case scenario is that the Federal Reserve will hold interest rates steady until the end of the year.