Is China falling into deflation?
China’s headline consumer price index fell by 0.3% year-on-year in July to register deflation for the first time in two…
05/09/23
Front of mind
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Chart of the Week -...
The challenges faced by the European and US economies have been broadly similar: pandemic-related disruptions, higher inflation, and large increases…
05/09/23
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Weekly Market Update – Back...
In the last week of August, economic data has mostly surprised to the downside, resulting in a fall in interest…
31/08/23
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Weekly Market Update – Paying...
Massive US government fiscal stimulus has supported household consumption and business investment, but at the cost of higher interest rates.…
24/08/23
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Weekly Market Update – A...
Gains in equity markets this year reflect an outlook where economies continue to grow despite tight monetary policy, while the…
17/08/23
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Should investors fret over talk...
China’s economy shows symptoms of a ‘balance sheet recession’, which can destroy wealth and confidence, force economic agents to cut…
15/08/23