Post-PMI Data Release Analysis
We had predicted that official China PMI would increase and were forecasting 50.5. We were not even close as PMI remain unchanged at 50.1 for May....
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Early Look at May Chinese Data
With Chinese manufacturing showing signs of improvements post-Chinese New Year, it could be said that the country’s economy is regaining its...
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Trading China: The Little Short
Despite all the focus on Chinese financial markets and the accompanying imbalances, there are questions about how exactly to trade China right...
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Chinese Industrial Data on PMI Release
Industrial output data implies a continued further increase in the Chinese PMI number due May 1. Â Steel output has made small gains in April over...
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Chinese Flash Numbers Fail to Build on Post-New Year Bounce
Chinese economic activity appears to be stabilizing in April. Â We are not witnessing a pullback from the expansion in the real economy we saw post...
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