COMEX Copper Price
COMEX Copper Price Should investors remain bullish on copper, as it is sensitive to Chinese demand? Image: The Daily Shot
China Unemployment Rate
China Unemployment Rate The Chinese unemployment rate rose to 5.8% in March, as lockdowns weigh on economic activity. Image: BofA Global Investment Strategy
China Imports
China Imports Should investors be worried about the sharp decline in Chinese imports? Image: BofA Global Investment Strategy
Antifragile Assets – 10-15Y Government Bonds, HFR Hedge Funds Index and Gold, Total Returns
Antifragile Assets – 10-15Y Government Bonds, HFR Hedge Funds Index and Gold, Total Returns Should investors favor Chinese government bonds? Image: Gavekal, Macrobond
Total Return of Various Assets around the Globe
Total Return of Various Assets around the Globe Should investors consider Chinese government bonds? Image: Gavekal, Macrobond
Stocks – China Credit Impulse and China Stock Prices Relative to EM (Leading Indicator)
Stocks – China Credit Impulse and China Stock Prices Relative to EM (Leading Indicator) China credit impulse tends to lead Chinese stock prices relative to EM by one month. Image: Alpine Macro
China’s Credit Impulse as % of GDP
China’s Credit Impulse as % of GDP Investors should be pleased as Chinese credit impulse is expected to rise. Image: Morgan Stanley Research
China Credit Impulse
China Credit Impulse Investors should be pleased as Chinese credit stimulus is on the way. Image: Alpine Macro
Equities – China’s Valuations
Equities – China’s Valuations Are Chinese stocks at reasonable valuations? Image: Goldman Sachs Global Investment Research
China Excess Reserve Ratio and Credit Impulse (Leading Indicator)
China Excess Reserve Ratio and Credit Impulse (Leading Indicator) Investors should be pleased as Chinese stimulus is on the way. Image: BCA Research