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. ...
434 Views
What Are Chinese Prices Telling Us About the Economy?
Headline price changes generally match underlying price data but reveal a picture of fundamental weakness in the Chinese economy. Consumers are...
343 Views
How China Has Defied the Monetarist View of the Quantity Theory of Money
The monetarists led by Milton Friedman argued that it is impossible to boost National Income or GDP in the medium- or long-term (i.e., for any...
760 Views
Monthly Geopolitical Comment: Watch the Second Front of Trade War, Opened by the US Against EU
The upcoming meeting between top-level US and China officials in Washington, scheduled for 10 October, is the first critical event to watch. An...
920 Views
Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
483 Views