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9 Nov 2022

China Producer Prices in Deflation for First Time Since 2020

Source: Bloomberg

8 Nov 2022

A disturbing US housing chart

Source: Jeroen Blokland

8 Nov 2022

Highest daily covid infections in 6 months for Mainland china

China’s Long Lockdowns Struggle to Contain Growing Outbreaks Source: Bloomberg, C.Barraud

11 Oct 2022

#us #china #inflation

China PPI vs. US PPI Source: Allianz

11 Oct 2022

#china #banking

Banking assets in China have grown 7 fold since the Global Financial Crisis. That completely dwarfs the growth of other major economies. China’s banking assets are almost 3x of its GDP. Hong Kong is close to 9.3x today. Source: Crescat Capital, Bloomberg

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