The gradual unravelling of economic ties between the US and China over the past decade is now giving way to a much more abrupt and extreme rupture. Sky-high tariffs threaten a collapse in bilateral...

China’s economy regained some momentum in March thanks to fiscal support, which helped the Q1 GDP figures beat expectations. Still, this wasn’t enough to deliver faster growth over the quarter as a...

Export growth accelerated in March, as manufacturers rushed to ship goods to the US ahead of “Liberation Day”. But shipments are set to drop back over the coming months and quarters. We think it could...

Bank loan growth accelerated for the first time in over two years last month, helping to take broad credit growth to a 10-month high. While some further gains are likely, we still expect a more modest...