Economic Growth
Back To Square One
Back To…
Structural Drivers Of Real Interest Rates…
Is Eurozone Sentiment Getting A Reality Check…
No Near-Term Fiscal Response In Sight Despite Chinese Malaise…
China Is Still The World’s Manufacturing Hub…
Loans To China’s Real Economy Contracts For First Time In Two Decades…
Cautious Optimism Among Small Businesses…
China missed the chance to change course on economic policy and now it faces rising social instability and western protectionism. This policy approach implies it is not afraid of escalating strategic conflicts in East Asia. Investors should continue to underweight Greater Chinese assets. Any US-China détente will come later rather than sooner.
Markets Are Also Sniffing Out Trouble…
The unwind of yen carry trades caused violent tremors across the globe. Was this shock a one-off event or the prelude to more troubles?