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Capital Economics - 凯投宏观

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China Economics > China Data Response — Manufacturing PMIs (Aug.)China Economics > China Watch — Temporary disruptions are delaying recovery but won’t derail itEmerging Markets Economics > Emerging Markets Inflation Monitor — Currency weakness to have mixed impact on EM inflationChina Economics > China Markets Monitor — Policy missteps cause market wavesAgricultural Commodities > Agricultural Commodities Watch — A look at China’s growing corn problemGlobal Economics > Global Central Bank Watch — What does the market turmoil mean for monetary policy?China Economics > China Economics Update — Little chance of a Hong Kong de-peggingGlobal Markets > Emerging Markets Valuation Monitor — Equity valuations no longer stretched after August sell-offChina Economics > China Activity Monitor — No sign of crisis in latest activity dataChina Economics > China Economics Update — Policymakers put focus on supporting economy, not market
Global Markets > Global Markets Update — Economic outlook doesn’t point to a bear market in US equitiesChina Economics > China Economics Update — Panic about China is overblownGlobal Markets > Global Markets Update — Why this is not a re-run of previous EM crisesCommodities Overview > Commodities Weekly Wrap — China panic spreadsChina Economics > China Economics Update — “National Team” strategy looking tarnishedEnergy > Energy Watch — Will China become a net-exporter of coal?Commodities Overview > Commodities Data Response — China, Japan & Euro-zone Flash PMIs (Aug.)China Economics > China Data Response — Caixin/Markit Flash Manufacturing PMI (Aug.)Global Economics > Global Economics Update — China and the SDR: fuss about nothingGlobal Markets > Global Markets Update — How at risk are equities in Japan to events in emerging Asia?
China Economics > China Chart Book — Tianjin disaster to hit August data, but impact transitoryIndustrial Metals > Industrial Metals Update — Why hasn’t China’s new resource tax led to higher REE prices?Precious Metals > Precious Metals Update — Gold price to be supported by central banks’ buyingGlobal Markets > Global Markets Update — Why this is not the Asian Financial Crisis MK2China Economics > China Data Response — Hong Kong GDP (Q2)Global Economics > Global Economics Update — Further thoughts on the impact of China’s exchange rate shiftGlobal Markets > Global Markets Update — Taking stock of EM market performance in previous RMB fallsChina Economics > China Economics Update — RMB set to stabilise as PBOC counters devaluation claimsUS Economics > US Economics Update — Will events in China force the Fed to delay US rate lift-off?Commodities Overview > Commodities Update — What China’s ‘‘devaluation’’ means for commodity prices
China Economics > China Data Response — Activity & Spending (Jul.)China Economics > China Economics Update — China is not declaring a “currency war”Emerging Markets Economics > Emerging Markets Economics Update — Spillovers to EMs from renminbi “devaluation” limitedGlobal Markets > Global Markets Update — Renminbi “devaluation” may not be such a big dealChina Economics > China Economics Update — Talk of major policy shift toward RMB devaluation overblownChina Economics > China Data Response — Bank Lending & Broad Credit (Jul)Commodities Overview > Commodities Update — China’s commodity import volumes hold up wellEmerging Markets Economics > Emerging Markets Economics Update — Winners and losers from the latest commodity collapseChina Economics > China Economics Update — Property market should shrug off equity price fallsChina Economics > China Inflation Monitor — Pork prices boost headline inflation
Emerging Markets Economics > Emerging Markets Economics Update — EM manufacturing still subdued, Central Europe a bright spotCommodities Overview > Commodities Economics Chart Book — Commodities under siegeChina Economics > China Data Response — Manufacturing PMIs (Jul.)China Economics > China Markets Monitor — Cracks appear in government rescue effortsChina Economics > China Watch — Three reasons why growth should hold up in coming quartersEnergy > Energy Update — China and US, not Iran, most important for oil pricesEmerging Markets Economics > Emerging Markets Inflation Monitor — EM inflation set to rebound despite latest oil price fallEmerging Markets Economics > Emerging Markets Economics Update — No need to fret about recent currency declinesEmerging Markets Economics > Frontier Markets Monthly Wrap — Frontier currencies sufferPrecious Metals > Precious Metals Data Response — China's gold imports (Jun.)
China Economics > China Economics Update — China set for further widening of renminbi bandEmerging Asia Economics > Emerging Asia Economics Weekly — Taiwan-China trade agreements are not a big dealCommodities Overview > Commodities Data Response — China, Japan & Euro-zone Flash PMIs (Jul.)China Economics > China Data Response — Caixin/Markit Flash Manufacturing PMI (Jul.)Precious Metals > Precious Metals Update — What are global auto sales telling us about PGM demand?Global Economics > Global Trade Monitor — World trade volume falls againChina Economics > China Activity Monitor — Economy was gaining momentum at end of Q2Agricultural Commodities > Agricultural Commodities Update — China’s corn and wheat imports surge in JuneIndustrial Metals > Industrial Metals Update — China's refined nickel imports finally take offIndustrial Metals > Industrial Metals Data Response — Global Aluminium Production (Jun.)
China Economics > China Chart Book — Signs labour market losing some momentumPrecious Metals > Precious Metals Update — China’s gold accumulation has further to goEmerging Asia Economics > Emerging Asia Economic Outlook — Credit slowdown to weigh on Asian growthChina Economics > China Economics Update — Policy support to counter growth risks from property, equitiesChina Economics > China Economics Update — Longstanding error still exaggerating GDP growthChina Economics > China Economics Update — Growth stabilises on brokerage boom, policy easingChina Economics > China Data Response — Lending, credit (Jun.) & FX reserves (Q2)Emerging Markets Economics > Emerging Markets Economic Outlook — Still stuck in a rutCommodities Overview > Commodities Update — China’s oil imports surge in JuneChina Economics > China Data Response — Trade (Jun.)
Latin America Economics > Latin America Watch — Lat Am’s shifting relationship with ChinaGlobal Economics > Global Economics Update — Which is the greater global threat: Grexit or China?China Economics > China Economics Update — Why stock market gyrations don’t affect consumptionChina Economics > China Data Response — Consumer & Producer Prices (Jun.)Global Markets > Global Markets Update — Falling equities in China unlikely to trigger a rout elsewhereGlobal Economics > Global Economics Update — Slump in Chinese equities not a big problem for world economyChina Economics > China Inflation Monitor — Inflation picking upChina Economics > China Economics Update — Leadership rattled but not reversing course on reformCommodities Overview > Commodities Update — China's equity gyrations not such a big deal for commoditiesChina Economics > China Economics Focus — China’s impact on the world
China Economics > China Economics Update — China puts faith in market meddlingPrecious Metals > Precious Metals Update — What does China’s rebalancing mean for gold?China Economics > China Watch — Uptick in sales won’t spark property revivalCommodities Overview > Commodities Markets Chart Book — Grains aside, commodities remain in the doldrumsEmerging Markets Economics > Emerging Markets Economics Update — Slump in BRICs manufacturing bottoming outChina Economics > China Data Response — Manufacturing PMIs (Jun.)China Economics > China Markets Monitor — Echoes of 2007Latin America Economics > Latin America Chart Book — China still the key risk for Lat AmEmerging Markets Economics > Emerging Markets Activity Monitor — EM growth still slowing, but non-BRICs are picking upIndustrial Metals > Industrial Metals Update — China still controls its REE exports, despite “looser” regime
Emerging Markets Economics > Emerging Markets Economics Update — A selection of our key callsPrecious Metals > Precious Metals Watch — Weakness in PGM prices should prove temporaryChina Economics > China Economics Update — What can policymakers do now?China Economics > China Economics Update — Economic downside from equity collapse underappreciatedPrecious Metals > Precious Metals Data Response — China’s gold imports (May)Emerging Markets Economics > Emerging Markets Financial Risk Monitor — Risks building in China, Venezuela in crisisIndustrial Metals > Industrial Metals & Mining Watch — Waiting for zinc ...Emerging Markets Economics > Frontier Markets Monthly Wrap — European frontiers vulnerable to mounting threat of “Grexit”Agricultural Commodities > Agricultural Commodities Update — How will China’s rebalancing affect consumption patterns?China Economics > China Economics Update — Scrapping the loan-to-deposit ratio won’t boost bank lending
China Economics > China Activity Monitor — GDP growth on track to rebound in Q2Emerging Markets Economics > Emerging Markets Economics Chart Book — EMs can weather Fed lift-off – problems could come laterEnergy > Energy Update — What does China’s rebalancing mean for energy markets?Agricultural Commodities > Agricultural Commodities Update — A closer look at China’s import dataUK Economics > UK Economics Update — UK faces bigger external threats than a China slowdownCommodities Overview > Commodities Data Response — China & Euro-zone Flash PMIs (Jun.)China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Jun.)China Economics > China Economics Update — The view from the ground – Q2 2015Emerging Markets Economics > Emerging Markets Trade Monitor — Weak EM exports keep concerns over global demand aliveEmerging Markets Economics > Emerging Markets Economics Update — Fed tightening and EMs: risks revisited
China Economics > China Chart Book — Debt swap helping to boost credit growthPrecious Metals > Precious Metals Update — What does China’s rebalancing mean for PGMs?China Economics > China Economics Update — Severe demographic headwinds to hold back Hong KongIndustrial Metals > Industrial Metals Update — The impact of China’s “new normal” on metals demandChina Economics > China Data Response — Activity & Spending (May)China Economics > China Data Response — Bank Lending & Broad Credit (May)Global Markets > Emerging Markets Markets Chart Book — What next for EM dollar-denominated sovereign bonds?China Economics > China Economics Update — Local government debt swap doubledChina Economics > China Data Response — Consumer & Producer Prices (May.)Commodities Overview > Commodities Update — China’s import volumes slip in May
Emerging Markets Economics > Emerging Markets Economics Update — Oil windfall felt unevenly across EMsChina Economics > China Data Response — Trade (May.)China Economics > China Inflation Monitor — Price pressures on the riseChina Economics > China Economics Update — More evidence GDP growth overstatedEmerging Markets Economics > Emerging Markets Economics Update — EM manufacturing PMIs point to modest signs of improvementChina Economics > China Data Response — Manufacturing PMIs (May.)Agricultural Commodities > Agricultural Commodities Update — Anaemic Chinese import growth weighs on pricesPrecious Metals > Precious Metals Update — End of bull market in Chinese equities would help goldChina Economics > China Markets Monitor — Equities on a rollercoasterChina Economics > China Watch — Are policymakers pushing on a string?
Precious Metals > Precious Metals Data Response — China’s gold imports (Apr.)Global Markets > Emerging Markets Valuation Monitor — Which EM currencies are misaligned?Emerging Markets Economics > Emerging Markets Activity Monitor — EM slowdown shows no sign of abatingEmerging Markets Economics > Emerging Markets Economics Update — Taking stock of a grim Q1Emerging Markets Economics > Emerging Markets Inflation Monitor — EM inflation has troughedIndustrial Metals > Industrial Metals Update — The devil is in the detail of Chinese tradeGlobal Economics > Global Economics Focus — China and the SDR: a storm in a basketEmerging Markets Economics > Emerging Markets Economics Chart Book — Q1 GDP data confirm EM downturnChina Economics > China Chart Book — Property to remain a drag despite stronger salesCommodities Overview > Commodities Data Response — China & Euro-zone Flash PMIs (May)
China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (May.)Emerging Markets Economics > Frontier Markets Monthly Wrap — Low oil prices a challenge for key frontier marketsChina Economics > China Activity Monitor — The worst may be overEmerging Markets Economics > Emerging Markets Trade Monitor — EM exports raise questions over global demandChina Economics > China Economics Update — Fiscal policy to be more supportive in coming quartersGlobal Markets > Emerging Markets Markets Chart Book — How will EM corporate spreads react to higher US rates?China Economics > China Data Response — Hong Kong GDP (Q1)China Economics > China Economics Update — Deposit rate liberalisation still on trackEmerging Markets Economics > Emerging Markets Economics Update — In search of winners from China’s rebalancing