China Hits Warp Speed …Risk On Again?
China’s PBoC undertakes huge liquidity boost to counteract economic effects of virus scare Size equivalent to half of entire huge US stimulus from...
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Interpreting January PMI in Light of Coronavirus
The uniqueness of the current economic environment in China with the coronavirus requires us to readjust all our standard frameworks. There are so...
341 Views
The Economic Impact of Coronavirus
All the talk in China recently has focused on the coronavirus and now talk is drifting to its potential impact on the economy. Economic estimates...
475 Views
What China Transport Data Tells Us About the State of the Economy
We track passenger travel by mode of travel to better track what is the state of the Chinese economy. Despite the widely heralded growth in air...
411 Views
China Phase 1 - Dumb Deal
Not So Fast: Mainland China is NOT reducing tariffs on USD 138 bn of existing US imports at rates of 5%-25%, and will only suspend new tariffs....
457 Views