How Should We View the New Tariffs?
The newly announced tariffs have significantly exceeded market expectations. Based…
Read MoreHow Should We View the New Tariffs?
China’s RRR Cut Expectations
With the conclusion of the Two Sessions this week, China’s…
Tariff Threats Rattle Global Stock Markets
Since last Tuesday, global capital markets have experienced significant pullbacks,…
“East Rises, West Declines” and the Two Sessions Outlook
1.”Catching Up” Is More Accurate Than “East Rises, West Declines”…
Global Markets Enter High Uncertainty in 2025
Since our recommendation to buckle up and prepare for market…
How to View Recent Stock and Bond Market Fluctuations?
Since the release of the December PMI data, China’s stock…
Global Asset Allocation Outlook for 2025
Wishing everyone a Happy New Year in advance! In the…
Is the U.S. Stock Market Reversing to Pick Up Passengers?
On Wednesday, the Federal Reserve held its policy meeting, cutting…
Brief Commentary on the Economic Work Conference
Central Economic Work Conference The overall policy tone has shifted,…
Market Dynamics and Economic Policy Outlook – December 8, 2024
In the past two weeks, global capital markets have experienced…