Insights Gain insight into our independent global macro research through these complimentary reports All China & Emerging Markets Commodities Economy Geopolitics Monetary Policy Private Markets Apply China & Emerging Markets This Trump Is Different: Three Geopolitical Views For 2025 Our Geopolitical Strategy team published their annual outlook, and see three trends shaping 2025.  ... China PMIs: A Rebound From Low Levels China’s Caixin Manufacturing PMI rebounded one point in October to 50.3. This was in line with the NBS PMIs from earlier... China Needs Fiscal, Not Monetary Easing The PBoC lowered the 14-day reverse repo rate by 10 bps on Monday, a move that follows a string of easing measures in la...
This Trump Is Different: Three Geopolitical Views For 2025 Our Geopolitical Strategy team published their annual outlook, and see three trends shaping 2025.  ...
China PMIs: A Rebound From Low Levels China’s Caixin Manufacturing PMI rebounded one point in October to 50.3. This was in line with the NBS PMIs from earlier...
China Needs Fiscal, Not Monetary Easing The PBoC lowered the 14-day reverse repo rate by 10 bps on Monday, a move that follows a string of easing measures in la...