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...
476 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....
458 Views
Chinese Trade Data Isn't All It's Cracked Up To Be
The jump in Chinese December trade data is due primarily to the base effect from a very weak December 2018. There are however interesting notes. ...
435 Views