Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

The August round of official PMI data from China showed some mixed signals, and a little bit of something for everyone, but overall a...

The latest loans and monetary data out of China show a continuation of the story of adding more debt. Total social finance growth (the...

The July activity data for China were just released, but rather than dwell on the details of the data, I decided I would pick out 5...

The July round of Markit manufacturing PMIs showed an ongoing theme of divergence among the major economies, but an interesting and...

The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

With the release of the June quarter GDP results from China it's worth checking in on a few charts that show some of the key trends in...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

The June money supply and credit stats out of China confirmed a couple of important trends that we've previously identified. The first...

The latest inflation figures out of China weren't much to talk about on the face of it, with CPI at 1.5% yoy in June and PPI at 5.5% -...

A few weeks ago I talked about commodities being at a cross roads, and it's particularly true for this commodity. Copper has been locked...

In this video we discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...

So what's the problem with the PMIs? I could talk about a couple of things here, such as the divergence within emerging and developing...

The world's second largest economy has reported a number of interesting datapoints for those willing to dig a little to get to the...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

China just released it's May official PMI data, and overall the results are fairly benign, and on the surface not much to change the view....

The MSCI Asia Ex-Japan Index is approaching familiar territory. The 750 level was last reached at the height of the Chinese stock bubble...