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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…
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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…
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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…
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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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