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...
762 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...
922 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...
484 Views
Global Indexes Are Consolidating, EM Is Breaking Down
We remain constructive on global equities as the MSCI ACWI, ACWI ex-U.S., and EAFE indexes consolidate above their respective 200-day moving...
758 Views