Government
Rising Economy, Falling Approval…
On China's Modest LPR Cut…
The next six-to-nine months hold a crucial test of whether the equity market will ratify the soft landing and the Biden administration or not. If so, then markets will rally on policy continuity and likely gridlock. If not, then markets will struggle until the election is over and again in 2025-26.
China: Easing Monetary Conditions Have Not Led To Credit Growth Revival…
China: Diagnosing Malaise…
US Election Market Impacts…
The next six-to-nine months hold a crucial test of whether the equity market will ratify the soft landing and the Biden administration or not. If so, then markets will rally on policy continuity and likely gridlock. If not, then markets will struggle until the election is over and again in 2025-26.
What's Really Ailing China…
Emerging Divergence In Stimulus Profiles Of The US And China…
Chinese Credit Growth Disappoints In July…