EM By EM #17 China: Real Estate Complex and The “Phony” Stimulus
In the past month, the focus of the markets revolved around the Bank of Japan and now August appears to have shifted its attention towards China.
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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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China News Headline Not Discounted
The People's Bank of China (PBOC) has been draining liquidity through reverse repo while the Chinese Yuan (CNY) fixing has been notably stronger...
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China Asset Watch: Keys for Xi to Getting the Economy and Equities Back Going
Xi kickstarting listed sectors in China using different policy tools will impact foreign markets. Biden looks like the winner in our four scenarios...
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The Energy Cable #33 – The handoff – From positioning to fundamentals
Steno Research: Stubbornness despite Chinese demand woes As China’s economic woes deepen with the housing market slumps, we note that the demand...
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