The stars may be aligning...
In recent days, China has proposed relaxing some of its strict zero-Covid policies and property market restrictions. These measures will…
16/11/22
In recent days, China has proposed relaxing some of its strict zero-Covid policies and property market restrictions. These measures will…
16/11/22
Central banks are raising policy rates to reduce aggregate demand and bring it back in line with the productive capacity…
10/11/22
While inflation is causing a headache, there are other factors that could add up to a serious market migraine. Russia’s…
03/11/22
Four of the seven-member Chinese Politburo Standing Committee are new appointees. What are some possible implications of the change? The…
28/10/22
Investors pay heed to the decisions of the Bank of Canada (BoC) as a ‘leading indicator’ of monetary policy elsewhere.…
27/10/22
This is the first of two notes focused on reading between the lines of the policy announcements at the Chinese…
25/10/22