High Unemployment and High Valuations
Over the past three weeks, as key global economic data…
Read MoreHigh Unemployment and High Valuations
How to View Changes in the Government Bond Market
Two weeks ago, our view was to go long on…
View on Global Economic and Asset Developments: Expectation-Driven Extreme Market Movements
U.S. inflation resilience is increasing, and the likelihood of stagflation…
How to Trade a Potential September Fed Rate Cut?
I. Market Context and Macro Backdrop Multiple indicators suggest the…
Recommended: Reduce Exposure Amid Rising Volatility
Over the past two weeks, both U.S. and Chinese equity…
On Stablecoins: The Pinnacle of Currency Is the Pinnacle of Technology
Development Trajectory The emergence of stablecoins has not been an…
Market Commentary and Outlook
I. China: Q2 Growth Slows, External Trade Remains Key Driver…
The Only Adult in the Room: U.S.-China Inflation Back in Focus
This week witnessed a major shift in both domestic and…
Buy the Dip, Watch the Blip
Since mid-June, we have liquidated all global assets except gold.…
How to View China’s Financial Reform Process
There are various approaches to studying the progress of China’s…