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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China Recovery - Households
Most, if not all, bullish consumer recovery scenarios have been based on the revenge spending model that analysts witnessed in other parts of the...
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China Recovery – Real Estate
Until April, China A shares saw sustained Northbound Inflows. In January 2023, foreign investors invested a record $100 billion in China A shares.
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Ultra-Bond Futures, USDCNY, and Dollar Index
China's retail sales and industrial production fell short of expectations in April. The People's Bank of China (PBOC) has increased long-term...
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Things to Watch In Asia Pacific FX
Friday's market close marked an impulse Dollar reversal pattern (we await confirmation) despite weaker NFP, lower wage growth, and inflation figures.
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