The bond market is entering a new phase of bearishness, characterized by deteriorating liquidity and increasing volatility. U.S. Treasury bonds, […]

Last week, I summarized the bearish case for the Chinese rally. Today, I’ll explore a counter-narrative which posits that the

The recent surge in China’s onshore equity markets has been marked by significant volatility, underpinned by the government’s cautious approach

In early October 2024, several key economic indicators showed that US growth remains robust, with potential signs of acceleration. In

As global markets brace for 2025, the looming question of whether China will implement quantitative easing (QE) holds profound implications

The global economic environment has undergone significant changes in recent months, with central banks around the world easing both fiscal

For a long time widely considered the economic heart of Europe, Germany has undergone significant shifts since 2021, prompting deep

The Hang Seng China Enterprises Index is up 30% over the past 2 weeks while the Hang Seng Index is

1. Demographic Crisis: The Great Demographic Winter Europe and parts of East Asia are entering a severe demographic decline, aka

The escalating tension between Israel and Iran poses significant risks to global stability. In recent months, the ongoing conflict between

1. Emergence of an Asian Monetary Zone Asia is witnessing the development of a regional monetary zone, primarily centered around

The recent rally in China’s equity markets, as evidenced by the CSI 300 index rising 15.7% last week (you were