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Trade alert: Trading the Chinese betas and leads/lags

Will Europe be the next shoe to drop in the Chinese RE soap opera? Here is how we position for lagged spill-overs to Europe.
2023-08-24

Europe is still the region that suffers the most in relative terms when Chinese imports decline. The weakness in EUR PMIs yesterday is a first warning of a trend that may accelerate in coming months due to lagged effects of Chinese weakness.

Chart 1: When China sniffs, Europe catches a cold

Will Europe be the next shoe to drop in the Chinese RE soap opera? Here is how we position for lagged spill-overs to Europe.

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