COMEX Copper Price
COMEX Copper Price Should investors remain bullish on copper, as it is sensitive to Chinese demand? Image: The Daily Shot
COMEX Copper Price Should investors remain bullish on copper, as it is sensitive to Chinese demand? Image: The Daily Shot
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 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 Should investors favor Chinese government bonds? Image: Gavekal, Macrobond
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) 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 Investors should be pleased as Chinese credit impulse is expected to rise. Image: Morgan Stanley Research
China Credit Impulse Investors should be pleased as Chinese credit stimulus is on the way. Image: Alpine Macro
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) Investors should be pleased as Chinese stimulus is on the way. Image: BCA Research