Asia week ahead: China's economic data, Japan's GDP and…
China's main data for July and rate decisions will dominate the week ahead in Asia
China's Two Sessions sets the stage for 2024
The much anticipated government work report was unveiled at the Two Sessions. 2024 economic targets were set, and the top level policy tone for the year was…
Tense times in world trade
The threat of new trade wars is smaller, but tension hasn’t let up between the US, EU and China. Exporters continue to face higher costs and…
China unexpectedly set a GDP growth target, but at a relatively low level compared to the consensus forecasts and our forecast. What does this mean for…
With Treasury yields an important consideration for ALL markets, not surprisingly we are seeing increased US Treasury volatility (after Powell's…
