S&P 500 January-January Price % Changes during Years Associated with Chinese Lunar New Years since 1900 2020 is the year of the rat by the Chinese lunar calendar. This chart shows S&P 500 returns during each of the Chinese lunar years. Image: CFRA, S&P Global
China-US Trade as % of Chinese GDP The downtrend in China-US trade will be hard to reverse, even with the “phase one” trade deal. Image: Financial Times
Completed Chinese Direct Investment Transactions in Europe and North America Chinese investments in Europe and North America fell again last year. Is it over? Image: The Wall Street Journal
China: Chinese Debt-to-GDP Ratios by Sector The debt-to-GDP ratio of the non-financial corporate sector accounts for the largest share of China’s debt and declined to 143% of GDP. Image: Pictet Wealth Management
S&P 500 Index Return and Chinese Calendar Year The year of the Pig seems to be strong for U.S. equities this year. Image: Ryan Detrick, LPL Financial LLC
Chinese Credit Growth and OECD Leading Indicator for China Chinese Credit growth rebounded in September and suggests stronger activity on the horizon. The OECD leading indicator for China picked up further at the highest level since 2017. Image: Danske Bank Research
Chinese 5-Year Benchmark Yield Leads Global Manufacturing PMI Great chart suggesting that the Chinese 5-year benchmark yield leads global manufacturing PMI by 18 months. Image: Nordea and Macrobond
Chinese Yuan (USD/CNY) and Tariffs Trade-sensitive Chinese yuan could move lower with tariffs headlines. Image: Wells Fargo Investment Institute
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. Image: Institute of International Finance
Equity – MSCI China Index / MSCI All Country World Index Should investors overweight Chinese stocks? Image: Morgan Stanley Wealth Management