China Will Increase Government Spending to Bolster Economy
China will expand government spending in 2024 through a combination of policy tools, Lan Foan, the country’s newly appointed finance minister,...
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EM by EM #36: What Goldman got wrong about China in 2023
Main conclusions up-front:It’s getting harder to disentangle politics from price movements in China, with the government becoming more involved in...
501 Views
Five Things We Watch For In 2024
The thing to watch is probably employment numbers and once the labor markets start turning bad, expect CBs to cut in a hurry (especially if it is...
445 Views
CX Daily: Record River of Graft Leads to Death Penalty for One-Time Water Official
Corruption / Cover Story: Record river of graft leads to death penalty for one-time water official In a nation of superlatives when it comes to...
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US Recession Still Likely but Imports to Rebound Sooner, Benefiting India-ASEAN
US imports fell in 10 of the last 11 months. While PCE and fiscal pullback will push US economy into recession, US imports should rebound from...
385 Views