In today’s briefing:
- 5 Things We Watch – The Equity Rally, the Chinese Consumption Problem, Consumers Vs Corporates
- Credit Watch – Why European Housing is likely going further south
- CX Daily: China Mulls Scrapping Fixed Household Gas Rates as Winter Shortages Loom
5 Things We Watch – The Equity Rally, the Chinese Consumption Problem, Consumers Vs Corporates
- Happy Wednesday, and welcome back to our weekly ‘5 Things We Watch’ where we take you through some of the topics and events that we are looking out for currently.
- The equity rally continues, Xi is in the middle of structural issues, house lending is falling off a cliff in EZ and inflation is waning fast.
- Read more about the 5 things that we watch currently in this week’s edition of ‘5 Things We Watch’.
Credit Watch – Why European Housing is likely going further south
- With the recent drop in house lending in the Eurozone, we take a closer look at how exposed European consumers and corporations actually are to further interest rate hikes. A teaser: It doesn’t look particularly great.
- Everyone is starting to notice the EZ weakness that we have been pointing out recently, and it is probably the last place you would want to place excess capital currently.
- But where does this weakness come from?
CX Daily: China Mulls Scrapping Fixed Household Gas Rates as Winter Shortages Loom
- Natural gas /In Depth: China mulls scrapping fixed household gas rates as winter shortages loom
- China-U.S. /: China, U.S. should prioritize setting up guiding principles for peaceful bilateral relationship, former Chinese ambassador says
- Yellen /: Analysis: What does the market expect from Yellen’s China visit?
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