Brief Macro: Protein, Pork, and Prices and more

In this briefing:

  1. Protein, Pork, and Prices
  2. China: Stimulation in the Right Places

1. Protein, Pork, and Prices

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A hot topic on blue checkmark Twitter is food prices in China. However, a lot of what we have seen getting relayed is very anecdotal. To that end we are digging into some of the protein pricing data we can find and putting them into our standard graphs. This is food sector data we have not presented before, so let us know if you want to see more of this type of data crunching. This is will also be a two-part piece, proteins today, followed by fruit, vegetables, and grain tomorrow.

2. China: Stimulation in the Right Places

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What can the world expect from its second largest economy in the near term now that a 2020 recession signal has been sent in the US and the EU seems destined to slip back into a growth paralysis? The good news is that we should expect growth in China to accelerate.

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