Ten challenges facing China’s economy

Depending on how it is measured, China’s economy is now the world’s largest or second largest. It is also the world’s second-most intertwined in terms of trade relationships, after the European Union, and is a major investor and lender in the emerging world. Understanding where China is heading is important for the whole world. This requires an assessment of both China’s strengths – and also the challenges it faces, of which ten can be highlighted.According to Chinese policymakers, the economic outlook is positive, despite the trade war ignited by President Donald Trump, and China’s growth tar...

US bonds are not dead.

A week marked by a new slowdown in US inflation and a solid primary market for US Treasuries, which somewhat alleviates concerns about American federal debt, with yields movements becoming more correlated again with Fed expectations. Consolidation and caution are prevalent in the equity market, with a moderate return of implied volatility, indicating that investors are gradually getting accustomed to the uncertainty fueled by US political risk. This could risk indulgence that may be penalized during the summer break. W e would like to inform you that the Market Weekly news will cease publica...

欧州の景気回復へのドアを開くには、ドイツ経済の底上げが鍵か