China Data: New Home Sales Growth Slightly Slower at 25.6% YTD Y/Y (Jan-Aug), Land Sales Still Low
Based on new data released by NBS today: in August, national new home sales (in gross floor area) for 'commercial residential' buildings rose 25.6%...
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US Stock Market Seasonality: Â Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
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Buying September Fallout – S&P 2,100 Line
Call for equity strength to fade last week into a September correction is on track. The argument for a pullback in Asia is based primarily on...
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China Asset Risk Clear in Margin Data
Benign NPL formation in the latest quarter for China’s banks is not only due to write-offs. More likely, there is a significant amount of...
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Financial Services Observer: Solving the Interest Rate Equation
Trends in Technology, Demographics, and Borrowing Will Set the Course of Rates We hypothesise that three main factors will determine the future...
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