How to Trade a Potential September Fed Rate Cut?
I. Market Context and Macro Backdrop Multiple indicators suggest the…
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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…
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.…
Increasing Exposure to Gold and Digital Assets: Where Lies the Next Opportunity?
Since last week, we have observed a persistent rise in…
Trump’s Strategic Retreat
Since our last report a month ago, global capital markets…
How Should We View the New Tariffs?
The newly announced tariffs have significantly exceeded market expectations. Based…
The Philosophy and principle of Inclusive Growth
Author: Weihan Luo, Zhen Zhang About this book Preface Each…
China’s RRR Cut Expectations
With the conclusion of the Two Sessions this week, China’s…