Monetary Policy Outlook
Short-term Divergence in Monetary Policy Expected The US economy is currently the best positioned of the major economies. In contrast, Europe has the Ukraine-Russian war plus week demand in China. …
Market Outlook Q4 2023
Our outlook is that that the combination of over-priced markets, AI-hype, and geo-political risk will mean a correction sometime in September or October. This is is based on the recent…
Chinese Government bans on Apple iPhones and New Huawei Chip
The geopolitical landscape is becoming a significant concern for both Apple and Huawei. The ongoing trade war between the U.S. and China is a primary source of this risk. Apple,…
August CPI Forecast
The Consumer Price Index (CPI) is one of the most important economic indicators used to measure inflation. It provides valuable insights into the changes in prices of goods and services…
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…