30 March 2023
All Insights
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Does widening PPI-CPI gap indicate profit squeeze?
06 March 2017
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Raising our China forecasts for 2017~18
26 February 2017
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The “normal” for US trade policies: Tariffs, border taxes and non-tariff barriers
23 January 2017
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Have the risks in the credit bond market been cleared?
15 January 2017
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Impacts of trade protectionism on US and Chinese economies
08 January 2017
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History of “currency manipulation,” and challenges facing China
19 December 2016
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Raising inflation & growth forecasts on the “Trump Stimulus”
18 December 2016
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Thoughts on surging bond market volatility, revisited
15 December 2016
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What does Donald Trump’s protectionist policy mean for China?
22 November 2016
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Economic growth stabilizing, slower credit expansion: October macro data preview
06 November 2016