Is Evergrande a Systemic Risk to China?
The financial troubles of China Evergrande Group, China’s second-largest property developer, have put market participants on edge....
A Guide to Understanding China’s Regulatory Crackdown
China’s recent blitz of education, technology, property and gaming regulations has triggered a cascade of knock-on effects in global...
What’s Holding Back Employment in the United States?
The United States has finally reported strong gains in payrolls after months of sluggish growth. However, in my view, the employment...
Chart of the Week: Global Manufacturing Has Reached Historically High Levels
Global manufacturing appears to be roaring ahead. Global PMI reached 56 in May, its highest level since 2010. What’s interesting is that...
Global GDP Themes and Forecasts (Infographic)
We believe global growth in 2021 looks strong, powered in large part by COVID-19 vaccine distribution. The United States has been doing...
What’s Behind the Recent Rise in Real Yields?
Rising yields and a steeper yield curve are par for the course as an economy enters the recovery phase of the global credit cycle. While...
Global GDP Themes and Forecasts (Infographic)
We believe the global economy could see strong growth in 2021, though the next few months could be bumpy. COVID-19 vaccine distribution is...
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