Downside Risks on the Rise – Scenarios for Chinese Growth
Financial stress is on the rise turning focus yet again on whether China is heading […]
China Rate Cuts Remain Short of Expectations, Focus on Jackson Hole, BRICS
The week starts with weak appetite as Chinese banks cut loan rates less than expected; […]
Modest Chinese Rate Cut
Market movers today The week is off to a quiet start in terms of data […]
Further Internal Demand Deterioration in China But PBoC Refrains from Cutting Key Interest Rate
Further internal demand deterioration in China but PBoC refrains from cutting key interest rate Retail […]
China’s Booster from Premier Li Qiang May Not Last
China’s Premier Li Qiang’s morale booster speech during yesterday’s opening of the World Economic Forum’s […]
RBA Minutes Revealed ‘Fine Balance’ for This Month’s Surprise Hike
Asian stocks were moody, European indices traded lower, and US futures were under pressure on […]
China’s Sluggish—Short & Long-Term—Growth Outlook
Summary China’s post-COVID rebound has now fully matured as the latest batch of activity data […]
Welcome to a Bipolar World of Monetary Policies
Monetary policies and guidance of the 4 major central banks are moving in the opposite […]
Cliff Notes: Central Banks Seek a Delicate Balance
Key insights from the week that was. Westpac-MI Consumer Sentiment was broadly unchanged in June, […]
Some Positives for BoE from UK Jobs Data, Chinese Figures Less Good
Stock markets are treading water on Tuesday, with jobs number from the UK not inspiring […]
Chinese Yuan recovers as PBoC pledges to prevent over-adjustment
Chinese Yuan made a notable recovery today after PBoC made its intentions clear, vowing to […]