public Emerging Markets • 2 min read Continue To Underweight Commodities & Emerging Markets In Global Portfolios The global economy is growing, but at a slow pace. Much of the weakness is attributable to the recessions in…
public China • 2 min read China: The World's Largest Nursing Home China’s economy is in a property-led and fertility-led depression. That’s bad news for China’s people and for…
paid Market Call • 2 min read Market Call: Winning Streak For The Bulls We expect that the Santa Claus rally in stock prices that started on October 27 will continue over the rest…
paid Crude Oil • 2 min read Oil's Slippery Slope The NYMEX nearby futures price of a barrel of crude oil peaked this year at $93.68 on September 27.…
paid Inflation • 1 min read 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'…
paid China • 2 min read 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…
public China • 1 min read China Exporting Deflation to US The US doesn't have to experience a recession to bring inflation down if China's export prices…
paid Inflation • 2 min read US Disinflation Is Made In China It's not quite the great fall of China. However, something is definitely wrong with China's economy.…
paid China • 1 min read 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…
paid China • 2 min read 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…
paid China • 2 min read 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…
public China • 1 min read 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…