Despite Excessive Optimism on US-China Trade Deal, US Equities and Credit Risk Further Melt-Up

Did You Know? US Fed’s Balance Sheet Expanding At 23% Annualised Clip

Risky Assets Too Optimistic for Quick US Trade Deal, As Housing Presents Big Challenge for China

Chief Economist

Diana Choyleva

Enodo Economics

Enodo Economics is an independent macroeconomic forecasting company that untangles complexity, challenges the consensus, and makes sense of the future. Our focus is on China – one of the most misunderstood economies in the world, but one of the most important to figure out.  Enodo’s chief economist, Diana Choyleva, has been analysing China for almost 20 years, while Enodo’s team boasts a combined 140 years’ experience covering China’s economy, politics and markets. 

Macroeconomics

<h2>China News That Matters</h2><ul>
<li>Uighur bill riles Beijing but talks continue </li>
<li>Huawei: one year on</li>
<li>I thought it was you!</li>
<li>Positive PMIs - good news all round?</li>
<li>The race to make a super pig</li>
</ul><div class="content-remarks"><p>In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.</p></div>

China News That Matters
Uighur bill riles Beijing but talks continue 
Huawei: one year on
I thought it was you!
Positive PMIs - good news all round?
The race to make a super pig
In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.

Trade War/Huawei/Face Rec Tech/PMIs/Pigs