Search Results for: Chinese

Chinese Exports to EU and U.S. The impact on Chinese exports to the U.S. could be much worse than 2008. Image: Gavekal, Macrobond

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

7-10 Year Government Bonds, Total Return in US$ Since the tech war began, Chinese government bonds have outperformed their U.S., German and Japanese counterparts, delivering higher total returns in recent years. Image: Gavekal, Macrobond