Daily BriefsMacro

Daily Brief Macro: China Watch: The Big Losers from an Imports Pull-Back and more

In today’s briefing:

  • China Watch: The Big Losers from an Imports Pull-Back
  • EM by EM #18 – Why Jackson Hole is more important than Johannesburg
  • CX Daily: China’s Auto Exports Belie Roadblocks to Conquering Europe, U.S.


China Watch: The Big Losers from an Imports Pull-Back

By Andreas Steno

  • Real estate isn’t the only sector in commotion.
  • Chinese imports have plummeted and this too has implications for global markets.
  • Without further ado, let’s dive into some statistics – welcome! The CNY is still in the driver’s seat of cross-market action.

EM by EM #18 – Why Jackson Hole is more important than Johannesburg

By Emil Moller

  • During an otherwise uneventful week, the International Finance correspondents are having a party.
  • The first destination for the flying journalist class is the Johannesburg summit, which has not only cast the BRIC nations into the spotlight but has also introduced a rejuvenated composition of member states.
  • Ambitious assertions regarding unity, economic integration, and strategic cooperation have taken center stage, and the customary media channels appear to be embracing these prospects with an air of uncritical acceptance.

CX Daily: China’s Auto Exports Belie Roadblocks to Conquering Europe, U.S.

By Caixin Global


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