US-China Trade Deal – BofA Survey

US-China Trade Deal – BofA Survey The September edition of the BofA survey shows that 76% of clients expect a trade deal eventually, but it will take time. Picture source: BofA Merrill Lynch Credit Investor Survey

U.S. Stocks with High China Sales vs. S&P 500

U.S. Stocks with High China Sales vs. S&P 500 US-China trade war affects the relative performance of U.S. stocks with high China sales vs. the S&P 500 index. Picture source: Goldman Sachs Global Investment Research

Copper vs. China and Gold vs. U.S. Real Yields

Copper vs. China and Gold vs. U.S. Real Yields Copper price is underperfoming gold, because China 10-year yields and U.S. real yields are falling. Picture source: Topdown Charts

U.S. Companies Depend Heavily on the China Market

U.S. Companies Depend Heavily on the China Market US companies make nearly $500 billion revenue in China, while Chinese companies make about $40 billion in U.S.. Picture source: Financial Times

China: Chinese Firms Reliance on USD-denominated Debt

China: Chinese Firms Reliance on USD-denominated Debt Chinese firms reliance on USD-denominated debt is lower than other emerging markets. But a weakened yuan would hurt Chinese firms. Picture source: Institute of International Finance

China A-shares Held by Foreign Investors

China A-shares Held by Foreign Investors Despite the opening of the Chinese financial markets, foreign investors hold just 3% of of all China A-shares. Picture source: The Institute of International Finance