What’s up in energy markets, will European inflation be below 2% before year-end, should we expect trouble to hit US real estate and how about the Yuan and its implications for global markets? Our two cents here. To read the full article, sign up for a 14-day FREE...
Will the Dutch and Danish F16s push back Russia? Will the BRICS be able to muster the global south and fight off the dominance of the USD? To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
The doom and gloom in China is suddenly back with a vengeance and everyone seems convinced that China is now in a structural decline driven by an embedded balance sheet recession and extremely weak demographics. But how bad is it really? To read the full article, sign...
In 2021, I took a bearish position in the Chinese real estate market. However, the scale of the repercussions stemming from the ongoing deleveraging process in Chinese real estate has raised our concerns. Despite this, we believe that the CCP will likely need to...
Welcome back to our Wednesday series where we take you through the world of global macro and what to look out for going forward. Since we have not covered much else than China this week and the fact that it remains one of the key macro stories we thought we would...
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