Global Manufacturing PMI Slump at Odds with Equity and Commodity Price Rebound
The slump in the global manufacturing PMIs that is broad-based in major economies and alarming in Japan, Korea and Taiwan, appears to reflect a...
151 Views
’Fake News’ Threatens China’s Rally
Widely held view that Chinese eased ‘massively’ in January 2019 – it did NOT According to latest daily Open Market Operations little change...
327 Views
Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
694 Views
PBOC and the CNY Job
Over and over again we have commented on China’s FX market as a gauge for health of China’s markets. It is not just due to FX trading and rate...
520 Views
China Delivers A Chill Warning As World Central Banks Continue The Freeze
Global Liquidity contracted at annualised rate of 8.2% last week China's PBoC doubling-down on tightening by shrinking balance sheet at...
624 Views