Fate Of China’s Mega-Rally Depends On Fiscal ‘Big Move’
Perhaps the Chinese government gets the message. At long last. On Wednesday, Zichen Wang published
Search Results for: china fiscal
China Sends Message To America With New Fiscal Stimulus Measures: This Trade War Will Not Be Easy To Win
If the last two weeks are any indication, “winning” a trade war with China is going to be anything but “easy”.
China’s Still Struggling
Deflation delays consumption in a pretty straightforward way: If you think it’s going to cost
In China, The Great Deep Freeze Continues
China: It’s not going well. Still. It’s still not going well for the world’s second-largest
Can China Weather The Tariff Storm?
Among the (many) pressing macro-market questions for 2025 asks if the Party in Beijing can
New Record Low For China Bond Yields Underscores Myriad Risks
Don’t look now, but yields on benchmark Chinese government bonds are below 2%. Or were
Moment Of Truth Looms For Historic China Rally
If you’re curious as to how committed officials in Beijing really are to the stimulus
Hedge Funds Won’t Stick Around In China Unless Xi Delivers
On Thursday, a reader suggested, not implausibly, that a recent high-profile bull call on Chinese
In China, ‘It’s Absolutely Insane’
Chinese equity investors are an excitable lot, God bless ’em. And international investors were woefully
In China, Raging Bull
It was a blockbuster week for Chinese equities. An out-and-out barnburner. On Friday, mainland shares
Did China Just Lose The Growth Target?
How long before they stop reporting the numbers? I’m just joking. I think. But if
The Unfolding Tragedy Of Xi Jinping’s China
China could’ve ruled the world. All the government in Beijing had to do was pretend
China’s Economic Woes Mount As Party Dithers
The Chinese economy’s a mess. I’ve run out of academic ways to say as much.
$55 Billion Stock Crash Underscores China’s ‘Inevitable’ Date With Deflation
Earlier this month, PDD founder Colin Huang usurped water baron Zhong Shanshan atop the list
About China’s Silly Bond Bubble
China has a bond bubble on its hands. I’m not sure how interesting that is
They’re Starting To Panic In China
There’s a little bit of panic going on in Chinese policy circles. When the PBoC
China Drops Mortgage Rate Floor, Rolls Out Home-Buying Scheme
China’s finally getting serious about rescuing the country’s beleaguered property market. On Friday, more than
China GDP Beat Marred By Woeful Retail Sales Miss
The good news is, the Chinese economy expanded more quickly than anticipated in Q1, if
Deflation Demon Returns For China After One-Month Reprieve
Surprise: Domestic demand in China’s still moribund. Or at least that’s one way to read
ECB, China, Bernanke BoE Review Top Global Macro Agenda
An update on US inflation and the start of earnings season for corporate America will
China Says Recovery Gathering Steam
Chinese economic activity picked up in March, according to… well, according to China’s statisticians. Can
US Jobs Report, China Political Extravaganza Top Agenda In New Week
In addition to Jerome Powell’s congressional testimony, traders will be treated this week to a
How Worried Should The World Be About China’s Economy?
How bad is the macro situation in China? It’s a crucial question. For China, yes,
China Frees Up $140 Billion With Rate Cut In Bid To Halt Stock Rout
China’s taken to pre-announcements lately. Last week, Premier Li Qiang revealed the headline annual growth
Is China Out Of Ideas To Rescue Its Economy?
China was supposed to cut rates on Monday. Consumer prices are flat in good months
China Deploys 350 Billion Yuan In ‘Not QE’ To Halt Property Slump
Don’t call it “QE.” The Party doesn’t like that. In a testament to ongoing concerns
US And China Find Common Ground. In A Moody’s Outlook Cut
Beijing is “disappointed.” With a lot of things and also with a lot of people,
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