Archive - MacroPolo Econ

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 •

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 •

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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

February 2024

MP Econ Issue 20: China’s First Half Economic Outlook

In this special feature, we are including our 1H2024 Outlook.

Feb 7

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 •

July 2023

MP Econ Issue 18: 3Q2023 Outlook: Chinese Economy Bottoms Out

Download 3Q2023 Outlook

Jul 31, 2023

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

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

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

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 •

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 •

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