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MP Econ Issue 23: Confronting the “Energy Transition Trilemma”
The US presidential election may be occupying your mind right now, but perhaps a little room can be spared for something even more important.
Nov 5, 2024
•
Damien Ma
1
1
September 2024
MP Econ Issue 22: Hefei: A 21st Century Detroit You’ve Never Heard Of
In the 2010 remake of The Karate Kid, Sherry Parker (Taraj P.
Sep 27, 2024
•
Damien Ma
,
AJ Cortese
, and
Amy Ouyang
5
2
1
April 2024
MP Econ Issue 21: China Needs More Inflation To Steady a Wobbly Property Sector
In our 1H Macro Outlook, we highlighted property as a key downside risk for growth in 2024.
Apr 19, 2024
1
2
February 2024
MP Econ Issue 20: China’s First Half Economic Outlook
In this special feature, we are including our 1H2024 Outlook.
Feb 7, 2024
3
October 2023
MP Econ Issue 19: China Economy: Tempest in a Teapot or Crisis a-Brewing
By Damien Ma and Houze Song
Oct 19, 2023
•
MacroPolo Econ
15
4
2
July 2023
MP Econ Issue 18: 3Q2023 Outlook: Chinese Economy Bottoms Out
Download 3Q2023 Outlook
Jul 31, 2023
1
May 2023
MP Econ Issue 17: Where’s the Demand for the Chinese Yuan?
Ever since the global financial crisis, prognostications of the demise of the US dollar have come and gone.
May 25, 2023
6
1
March 2023
MP Econ Issue 16: US Regional Bank Crisis Will Affect How China Manages Financial Risk
While the fallout from the Silicon Valley Bank (SVB) crisis won’t have a direct impact on China, it will affect how Beijing manages risk among its own…
Mar 20, 2023
February 2023
MP Econ Issue 15: Default Position: LGFV Defaults Loom
As our “China’s Debt Hangover” has shown, China will need to reckon with its local debt problem sooner rather than later.
Feb 21, 2023
6
3
January 2023
MP Econ Issue 14: China’s First Quarter Economic Outlook
In this special feature, we are including our 1Q2023 Outlook.
Jan 30, 2023
4
December 2022
MP Econ Issue 13: Point of No Return: Beijing’s Move to Covid Coexistence Is Here to Stay
With China’s upcoming Central Economic Work Conference (CEWC), markets will be looking for any pro-growth signals after a year of turbulence.
Dec 12, 2022
•
MacroPolo Econ
3
November 2022
MP Econ Issue 12: China’s Giant Trade Surplus Isn’t a Sign of Economic Strength
For those looking for a bright spot in the Chinese economy, trade is the most obvious.
Nov 29, 2022
•
MacroPolo Econ
2
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