China Watch: No one has noticed that China is exporting INFLATION again..
Welcome to our weekly EM editorial where we shed light on the most important developments in the EM space in the context of the impulses from the...
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China Takes It up Another Notch-Property Proposals Change the Game
Unsold property proposals are BIG news for China markets. China is emulating the Fed's strategy of boosting market confidence with positive news...
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FX Nugget: Can the PBoC defy gravity? 7.30 watch
Our new “Nugget” concept is designed to deliver the very best charts and visualizations of key macro topics in a very palatable way. One nugget,...
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Positioning Watch – How are Macro Hedge Funds positioned?
Hello everyone, and welcome back to our weekly Positioning Watch – insights into how market participants are positioned. Markets are waiting...
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China Recovery - Industrial
This Note is the third in a series on China's econChina'scovery; we update key charts and add charts relevant to the Industrial sector.
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