February 20, 2023| Retail sales saw an unexpected boost this week, but the increase in credit card debt to finance spending will likely pose a long-term concern. We need to keep an eye on this risk, despite the near-term boost an increase in spending will provide. Source: thedailyshot
...February 13, 2023| China lifting its COVID lockdown has major implications, not just for the European Union but also for South America. As a major importer, this could drive demand and boost emerging markets.We’re seeing positive inflows in these markets.Source: Gaveka
...December 12, 2022 | Lockdowns have slowed China’s economy drastically. Infrastructure spending won’t revive the economy alone, there’s a needed increase in construction and/or exports as well. But don’t hold your breath on a recovery, China’s exports are heading in the wrong direction Source: thedailyshot, Gavekal
...October 17, 2022 | Finding more evidence of supply-driven inflation alleviating: Prices producers pay for goods in China came in lower than anticipated, and has been moving lower throughout ’22. Good news as China’s Producer Price index (PPI) has historically correlated with the U.S. Source: thedailyshot, Allianz
...August 19, 2022 | Last week we highlighted the size of the Chinese economy, and the impact it could have on the global economy. This week China’s economic indicators point to further trouble brewing… The impact of a slowdown in China is currently flying under the radar in financial markets. Source: Gavekal
...August 12, 2022 | A quiet slowdown is happening in China, fueled by a weak housing market. China’s market is huge and often underestimated, a major slowdown in China will affect the global economy. We are keeping a close eye on how China responds to the slowdown.Source: Alpine, @thedailyshot
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