What the Fed Hike Means for China with Tightening Spreads
-Federal Reserve interest rate increase places pressure on China due to tightening spreads.-With the Federal Reserve expected to hike interest...
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China Credit Growth Slows Significantly. What that Means for GDP Growth and Commodities
One of the ongoing themes we watch closely is the direction of credit growth as that continues to drive the Chinese economy. This drives a variety...
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USDCNY Relationship Diverges Significantly From Expectations
From late January through late April, the correlation broke down significantly and has only recently returned to historical norms. It is too soon...
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Never Ending Question: Is China Deleveraging?
The never ending question about China is simple: is China deleveraging? A couple of pieces recently argued that China had reached a tipping point...
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Chinese Transport Data and What It Says About the Economy
Transportation as a whole is flat, with the exception being air travel. However, growth in air travel we believe is driven by higher income...
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