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
...July 29, 2022 | EU consumer sentiment reached the lows last seen in ’08 as worries of impending recession spreads. This will cause ripples and fan the flames of an already weak Chinese economy who have come to rely on the EU as a driver of growth. Source: Alpine, Statista, @thedailyshot
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