Steno Signals #61 – The End of China as We Know It?
Everyone seems to have been occupied with Chinese doom-mongering over the past week as the malaise in the Real Estate sector is now out in the open...
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EM By EM #17 China: Real Estate Complex and The “Phony” Stimulus
In the past month, the focus of the markets revolved around the Bank of Japan and now August appears to have shifted its attention towards China.
222 Views
FX Nugget: Can the PBoC defy gravity? 7.30 watch
Our new “Nugget” concept is designed to deliver the very best charts and visualizations of key macro topics in a very palatable way. One nugget,...
468 Views
China News Headline Not Discounted
The People's Bank of China (PBOC) has been draining liquidity through reverse repo while the Chinese Yuan (CNY) fixing has been notably stronger...
234 Views
China Asset Watch: Keys for Xi to Getting the Economy and Equities Back Going
Xi kickstarting listed sectors in China using different policy tools will impact foreign markets. Biden looks like the winner in our four scenarios...
238 Views