Policymakers will likely continue to stimulate domestic demand via targeted measures and piecemeal stimulus. Yet, the economy will disappoint unless Beijing provides “irrigation-style” stimulus. The latter is not our base case scenario....
Policymakers will likely continue to stimulate domestic demand via targeted measures and piecemeal stimulus. Yet, the economy will disappoint unless Beijing provides “irrigation-style” stimulus. The latter is not our base case scenario....
Policymakers will likely continue to stimulate domestic demand via targeted measures and piecemeal stimulus. Yet, the economy will disappoint unless Beijing provides “irrigation-style” stimulus. The latter is not our base case scenario....
Oil and metals reacted positively to the PBOC's 10 bp cut in the seven-day reverse repo rate, which will be part of the larger monetary and fiscal support needed to revive the economy. While deposit rates at state-owned banks have been reduced, additional rate cuts are expected. On the fiscal side, ...
In response to the first-ever federal indictment of a former President, investors should focus on the state of the economy and not on Trump’s legal trouble. They should also use the current market rally to stock up on protection, as a recession is still likely, albeit delayed....
The AI revolution is having a large impact on many US stocks but European equities have not enjoyed the same benefits. Is Europe really devoid of AI plays?...
A massive crackdown on cryptocurrencies and crypto companies began this year in the US. Liquidity has collapsed as a result. This lack of liquidity coupled with the anticipated large-scale liquidation of crypto assets by the US government and other large players could be bearish for prices over the ...
