The Weekly Market Monitor – Recession Strikes the Most Accommodative Economy, Bitcoin Shines!
The likelihood that the Bank of Japan will not tighten has risen sharply. So has the price of bitcoin, now worth over USD 1 billion, which is still...
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EM by EM #42 China Could Do with a Cold Turkey
Last week was far from boring, but just when I thought we’d hit calm waters last Friday, the CBRT had me on edge. Another Governor jumping ship...
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5 Things We Watch – Inflation updates, Labor Market, Oil, Chinese equities & Growth
Welcome back to another ‘5 Things We Watch’, where we cover some of the things we look at in the current macro landscape. This week will be all...
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CX Daily: Will China’s Relaxed Share Buyback Rules Help or Hinder the Market?
Stocks / Analysis: Will China’s relaxed share buyback rules help or hinder the market? China’s new rules on listed companies’ share buybacks were...
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UBS Economist Expects Less Property Drag on China’s Economy in 2024
The property slump is expected have slightly less of an impact on China’s economy in 2024 than feared, while fiscal support will play a bigger...
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