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…
The Fragile Cycle：Inequality and the True Cost of Economic Stability
Author: Weihan Luo, Zhen Zhang, Xinran Yang, Dejie He About…
Inclusive Growth: Civilizations, Cultures, and the Future of Global Development
Author: Weihan Luo, Zhen Zhang About this book Preface Each…
The Rise and Rise of Chinese Growth
Author: Weihan Luo, Zhen Zhang, Xinran Yang, Yingxi Wu About…
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…
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.…