bearish
EM Watch: 5 Charts on the Nosediving Chinese Indicators!
246 Views29 Aug 2024 18:45
China’s exports fired on all cylinders during the spring, but we are now starting to see signs of fading inventories in the US (and to some...
What is covered in the Full Insight:
- Introduction
- Chart 1: Western Inventory Build-up
- Chart 2: Credit Growth and Economic Slowdown
- Chart 3: Domestic Sentiment and Saving Behavior
- Chart 4: Liquidity Outlook
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
Top Quartile
Steno Research
Macro and Geopolitical Research House
- EM Watch: Time to play the long end of the Chinese yield curve?20 Sep 2024
- EM Watch: The Non-Feasible Return of the EM Carry Case Amidst a Global Slowdown13 Sep 2024
- EM Watch: China was WEAKENING even before the decline in Western demand09 Sep 2024
- Energy Cable: On the inventory build-up due to China-tariffs27 Aug 2024
- Energy Cable: The demand outlook in China is dreadful to say the least …30 Jul 2024
x