China Property Market Risk
In recent years, the property market in China has experienced significant growth and has become a vital part of the country's economy. However, there are increasing concerns about the risks…
China Deflation and Market Implications
China has recently slipped into a period of deflation. This has raised concerns among economists and policymakers about the state of China's economy and its implications for global trade. In…
Apple Earnings and FOMO Trade
Some analysts have kept a buy on Apple such Citi. Don't buy the AI-hype (generative ai) as we think the stock is due for a fall this Thursday. There are…
The Impact of the Fitch Credit Rating Downgrade
Deterioration in standards of governance eminating from the recent political standoffs and last-minute resolutions on the debt ceiling finally pushed Fitch to downgrade the US fro AAA to AA+. In…
Bank of England to Raise Rates to Combat Inflation
The decision today is either 0.25 or a 0.50 interest rate rise. Arguments can be made for both scenarios today. If the BOE raises by 0.25 this will be seen…
BOJ Signals Flexibility on Yield Curve Control
Bank of Japan Moves Closer to Normalization with Loosening of Yield Curve Control What is Yield Curve Control The central bank basically buys Japanese government bonds whenever the 10-year yields…