EM by EM #30 Pick-up from King Carry?
After a prolonged saga of stimulus negotiations and the expenditure of countless man-hours in preparation, it is evident that the Chinese stimulus...
596 Views
Steno Signals #73 – An Abysmal Impulse for 2024
The credit impulse for 2024 looks abysmal; Rates volatility is likely going to rise sharply again; Equities still look (too) expensive on most...
616 Views
CX Daily: China’s Ambition to Build a Financial Powerhouse
Financial Conference / In Depth: China’s ambition to build a financial powerhouse Law /: China to update state secrets law amid increase in...
346 Views
China Manufacturing Contracts for First Time in Three Months, Caixin PMI Shows
Activity in China’s manufacturing sector contracted in October for the first time in three months, dragged down by weak external demand, a...
475 Views
EM by EM #26: Biden, Blinken, Barrels & Beijing
Both Biden and Xi find themselves walking on thin ice as domestic economic challenges pose a significant challenge to their foreign...
503 Views