Economists See China Focusing More on Growth Next Year After Key Meeting
China’s top policymakers emphasized economic growth and signaled stronger fiscal support when they met Monday and Tuesday to chalk out plans for...
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EM by EM #29: Biden’s Party, EM’s Hangover & Scholz’s Nightmare
Here at Steno Research, our primary concern has been growth rather than inflation since around the end of H1. While this divergence is gradually...
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China's Slow-Burning Financial Crisis Worsens Amid Persistent Overcapacity
With trust companies defaulting, & Country Garden narrowly averting default, China's slow-burning financial crisis is speeding up. Overcapacity...
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China’s Ongoing Real Estate Disaster Is Pushing Emerging Markets to the Brink
Ongoing issues in the Chinese property sector have pushed Emerging Market Equities to within 1.5% of a critical index level.
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Equities Watch: Today’s Philly Fed Figures Make For Bullish Reading
Welcome to this fourth release in our “Business Cycle Week”, where, besides addressing the just released Philadelphia Fed Manufacturing Survey,...
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