In today’s briefing:
- CX Daily: Exclusive: Billionaire Founder of China Renaissance Goes Missing
- UK: Sales Briefly Warmed in Jan-23
- Commodity Watch – What Super Cycle?
CX Daily: Exclusive: Billionaire Founder of China Renaissance Goes Missing
In Depth: China’s rural Covid wave exposes flaws in plan to prevent hospital overcrowding
Xi says China must boost consumer spending, foreign investment this year
China to take action against U.S. entities after balloon-related blacklisting
UK: Sales Briefly Warmed in Jan-23
- UK retail sales rebounded in Jan-23 from a downwardly revised December to leave the downward trend intact. Unseasonable warmth probably aided the bounce.
- A slower inflationary impulse would curb its depressing effect on sales volumes, but expansion also requires spending value growth to regain some pace.
- Falling house prices could fuel a second leg down. Ongoing BoE rate hikes squeeze affordability, yet better mortgage deals may spare the market from crashing deeply.
Commodity Watch – What Super Cycle?
- Where is the global commodity super cycle that everyone keeps predicting?
- Industrial metals have outperformed energy (as we predicted) and will likely continue to do so
- Selective positioning in the commodity space remains of vital value with no super cycle in sight
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