Consumer Banks in Asia May Fare Better at a Time when Large Corporate Stresses Are Evident
There is plenty of corporate risk out there. We have seen this across several large economies in the way of meaningful corporate stress. In South...
261 Views
ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
340 Views
Chinese Credit Growth Is Shifting Where It Grows Not How Much It Grows
The focus on the recent strong growth in headline financing growth has raised concerns about underlying demand for credit and continued reliance on...
230 Views
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%...
211 Views
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,...
322 Views