The Only Adult in the Room: U.S.-China Inflation Back in Focus
This week witnessed a major shift in both domestic and…
Read MoreThe Only Adult in the Room: U.S.-China Inflation Back in Focus
“East Rises, West Declines” and the Two Sessions Outlook
1.”Catching Up” Is More Accurate Than “East Rises, West Declines”…
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,…
Three Key Perspectives on the Current Economy
As of mid-November 2024, following the September 26 policy meeting,…
Interpreting the Trillion-Yuan Debt Restructuring Plan
China’s National People’s Congress approved an increase in local government…
Three Proposals for Economic Recovery
In our previous report (see “Views on Current Macro-Control Policies”),…
Perspectives on the Current Round of Macroeconomic Policy Adjustments
– September 24: PBOC, CSRC, and Financial Regulatory Administration introduced…
Market Outlook（30/9-4/10）
Last week saw a broad-based rally across global capital markets.…
How Long Can Infinite Liquidity Propel the A-Share Market?
On September 24, the Shanghai Composite Index rose by 4.15%,…