China: Struggling Amid Rising Debt
People’s Bank of China Governor Zhou Xiaochuan and Vice-Premier Zhang Gaoli expressed worries over China’s excessive debt, which totals 250% of...
202 Views
China: Central Government a Credible Economic Backstop, but Politics Is the Crux
The Chinese economy is on weak footing – the government has acknowledged the new normal and has targeted a growth range of 6.5-7%, instead of a...
172 Views
AmpGFX - Chinese Macro Data Weak, but Property Indicators Much Stronger
The panic in global markets in the first month of the year has reversed course and there has been almost as much panic to get back into the markets...
186 Views
March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
221 Views
Asian Monetary Policy Outlook
Asian monetary policy: Looser than optimal Asian monetary policy easing is picking up even though our analysis suggests that policy rates in most...
189 Views