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Stormy September So Far
Good news is bad news again. The stock and bond markets sold off yesterday following better-than-expected readings for August'…
China
36 posts
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China: Desperately Seeking a New Engine
The Chinese are providing American consumers with cheaper goods. By doing so, the Chinese are increasing the purchasing power of…
público
China Exporting Deflation to US
The US doesn't have to experience a recession to bring inflation down if China's export prices…
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US Disinflation Is Made In China
It's not quite the great fall of China. However, something is definitely wrong with China's economy.…
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China's Post-Lockdown Recovery Fizzles
Since April, we have been observing that China’s economic recovery over the six months since the government lifted pandemic…
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China's Post-Lockdown Recovery & Stimulus Disappoint
The Chinese government started to lift its pandemic lockdown restrictions in early December last year. The economic rebound has been…
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What's the Matter with China?
The People’s Bank of China (PBOC) stands out among the major central banks. It is the only one that…
público
China's Zero-Covid Policy Is A Disaster
Investors are hoping that the Chinese government will soon ease its zero-Covid policies. The facts on the ground suggest that…
público
China Scrambles to Avoid Lehman Moment
How do you say "Lehman Moment" in Chinese? The Chinese government is scrambling to avert such a calamity…
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DEEP DIVE: Braking China
China continues to watch its real estate market deflate and its Covid cases inflate, while worries about its banking system…
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Will Covid Zero Be Followed by Higher Inflation?
China's experience with Covid Zero raises the age-old question of whether the cure is worse than the disease.…
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