Three Proposals for Economic Recovery
In our previous report (see “Views on Current Macro-Control Policies”),…
Read MoreThree Proposals for Economic Recovery
Trading Logic of the U.S. Election
With only seven trading days left before the U.S. election…
Perspectives on the Current Round of Macroeconomic Policy Adjustments
– September 24: PBOC, CSRC, and Financial Regulatory Administration introduced…
A-Shares: A Game for the Bold
Before the holiday break, A-shares surged under the guidance of…
How Long Can Infinite Liquidity Propel the A-Share Market?
On September 24, the Shanghai Composite Index rose by 4.15%,…
Disappearance of Currency and Mortgage Refinancing
China’s asset prices continue to diverge from global trends, with…
Will the iPhone 16 Lead the AI Wave?
This week, global markets experienced widespread declines, with bond yields…
Jackson Hole Meeting – Recession Trades Exit
As we noted last week, global equity assets performed strongly…
Soft Landing Takes Shape
This week, the U.S. released its July economic data, with…
Carry Trades and the Sahm Rule
This week, global markets experienced a rollercoaster ride, sparked by…