Macro wrap: China’s GDP growth target looks increasingly unattainable

It’s been less than three weeks since the US and China announced a 90-day tariff de-escalation – and already the détente appears to be breaking down before our eyes. At issue: Both sides are already accusing each other of not… Read More »

To view the roundup as a pdf, click here. The rundown Despite promising signs in late 2024, a rebound in China’s property sector has slipped out of sight. Official data on the sector, published earlier this week, point to a… Read More »

To read this macro wrap as a PDF, click here. Exec sum China’s economy carried its solid March momentum into April, beating expectations across the board. Exports were the clear standout in April’s data. Despite contending with an unprecedented 145% tariff… Read More »