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Is China falling into deflation?
Weekly Market Update – A bull in a ‘China shop’
Should investors fret over talk of China heading for a ‘balance sheet recession’?
Weekly Market Update – Big swings in long bond yields
Weekly Market Update – Policy tightening bites; a Politburo put in China?
China’s demographic pains – Labour unwanted
Summer reading – Cooling off with a book, but which one?
16:30 MIN
Talking Heads – Mid-year outlook: “Is it different this time?”
Daniel Morris
2 Authors - Front of mind
17/07/2023 · 6 Min
The US Fed and the cost of the Hong Kong dollar peg
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