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Jason Tang

💼TradingKey Macroeconomic Analyst

🏅CFA (Chartered Financial Analyst)

🎓London School of Economics and Political Science | Master in Economics

📊Macroeconomy | Major Assets | U.S. Stocks | U.S. Bonds | Forex | Gold

Summary

Jason is a Senior Economist at TradingKey’s Investment Research Team, bringing over a decade of expertise in macroeconomic research, multi-asset class analysis, and econometric forecasting. He has recently begun sharing his investment research insights through video content.

Areas of Expertise

Analysing macroeconomic trends in the U.S., Europe, and Japan
Research asset allocation strategies (such as Stocks, Bonds, Forex, Commodities)
Conducting in-depth research and forecasting on Cryptocurrencies, Gold, and over a dozen Forex markets

Experience

TradingKey｜Macroeconomic Analyst 2024 – Present (Hong Kong) GF Securities｜Macro Strategist 2023 – 2023 (Hong Kong) Qatar National Bank｜Macroeconomic Analyst 2021 – 2022 (Doha, Qatar) TheCityUK｜Economic Analyst 2017 – 2021 (London, United Kingdom) Fitch Ratings｜Quantitative Economist 2008 – 2016 (London, United Kingdom)

Total 126 articles

Exchange Rate Outlook: Time to Go Short the EUR/JPY Pair

We strongly recommend taking a short position in the EUR/JPY pair to capitalize on this divergence.

Asset Allocation in Developed Asia excluding Japan: Bullish on Australia and Taiwan Stocks

Due to the similarity of their economic structures and geographical proximity, economists consider South Korea and Taiwan as a pair, as well as Australia and New Zealand as another pair. In the past, the economic development of each pair was correlated. However, in recent years, the divergence has e

Asset Allocation in India and ASEAN-6: Bullish on Indonesian Stocks

After several years of strong GDP growth, the Indian economic growth has moderated and the latest data has shown a mixed picture. Rural economic conditions have improved on the back of a better-than-expected monsoon.

Asset Allocation in Developed Markets: Continue to be Bullish on US Stocks

In terms of GDP growth, fixed investment growth may decrease and then rise in the remaining 2024 and 2025. The cooling of the labour market may de-escalate and consumption is expected to remain resilient. In addition, following his victory in the General Election, Trump’s tax cuts and other related

Exchange rate outlook: Bullish on USD and bearish on EUR

Together with US bond yields, the dollar has risen sharply since late September, rebounding from the low of 100.24.

The impact of the US election on major asset classes

It is difficult to predict the result given the current election situation. As of 23 October 2024, Harris slightly led Trump in the general election poll (Figure 1).

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