Search Results for: China

China Excess Reserve Ratio and Credit Impulse (Leading Indicator) Investors should be pleased as Chinese stimulus is on the way. Image: BCA Research

China Credit Impulse and U.S. Generic Government 10-Year Yield (Leading Indicator) China’s credit impulse tends to lead the U.S. 10-year bond yield by 12 months. Is it time to buy long-dated bonds? Image: Nordea and Macrobond

China – Evergrande and Global Markets (Survey) Will Evergrande have a limited impact on global markets? Image: Deutsche Bank

China Stock Market – Shanghai Stock Exchange Composite Index Does the future look brighter for Chinese stocks? Image: BofA Global Investment Strategy

China – Chinese Stocks Selloff Is the China stock selloff over? Image: Alpine Macro

China Exports YTD China’s exports strengthened in August, despite disruptions. Image: The Daily Shot

Euro to U.S. Dollar (EUR/USD) and China Credit Impulse – Leading Indicator China credit impulse tends to lead EUR/USD by 14 months. Image: Nordea and Macrobond

Equity Performance – MSCI China/MSCI US The Chinese equity market has significantly underperformed the U.S. equity market over the last decade. Image: Gavekal, Macrobond

U.S. and China Tech Stocks Relative Returns Will China tech stocks continue to underperform their market? Image: Goldman Sachs Global Investment Research

Inflation – Cost of Shipping Goods from China Container rates from China are rocketing higher. Image: BofA Global Investment Strategy