First our nowcast indicator for China blinked green, then we saw increased commodity buying on the back of the 5% GDP Target announcement, and now the Li Keqiang Index has posted it’s biggest monthly increase since 2005! Looks like the cyclical rotation is on...
China’s vehicle of choice in achieving its growth targets has long been real estate. With RE still in shambles, will manufacturing be the stand in, and has the market in fact crowded out the China case? To read the full article, sign up for a 14-day FREE trial of the...
Welcome to another edition of 5 things we watch where we take your through the 5 most important things that we have on the radar. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
Putin takes the expected win, but his real victory might come from inaction in the streets. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
Recession chasing is getting increasingly weak as an investment strategy with fewer and fewer recessions around. Is the business cycle still alive and is it big enough to matter for markets? To read the full article, sign up for a 14-day FREE trial of the Basic,...
Recent Comments