China – Nominal GDP Growth vs. 10-Year Government Bond Yield The persistent drop in bond yields is often seen as a sign of increasing investor caution regarding economic growth, which does not bode well for China’s nominal GDP growth moving forward. Image: Alpine Macro
China Real GDP Growth Forecast The downturn in growth in China may be stabilizing. Image: Goldman Sachs Global Investment Research
China Real GDP Growth vs. Current Activity Indicator (CAI) Goldman Sachs forecasts China real GDP growth of 5.4% in 2023 and 4.5% in 2024. Image: Goldman Sachs Global Investment Research
China’s Credit Impulse as % of GDP Investors should be pleased as Chinese credit impulse is expected to rise. Image: Morgan Stanley Research
5-Year Rolling Correlation Between S&P 500 TTM EPS YoY vs. China Nominal GDP and U.S. Nominal GDP China’s economic growth slowdown suggests trouble ahead for the S&P 500. Image: BofA US Equity & Quant Strategy
China vs. U.S. – Projected GDP China is expected to overtake the United States as the world’s largest economy in the near future. Image: Morgan Stanley Wealth Management
GDP Indexes – China, U.S., Japan and EU China is experiencing a strong V-shaped economic recovery and is expected to provide a boost to the rest of the world. Image: Gavekal, Macrobond
China Real GDP vs. U.S. Real GDP Chart suggesting that China real GDP will overtake U.S. real GDP after 2028. Image: BofA Global Investment Strategy
China Real GDP and Industrial Production China is experiencing a strong V-shaped economic recovery from the coronavirus pandemic. Image: BofA Global Investment Strategy
China (Real GDP Levels) China is expected to continue a robust recovery. Image: J.P. Morgan Asset Management
China Real GDP and China Leading Economic Index China appears to be on track for a V-shaped economic recovery. Image: Morgan Stanley Wealth Management