while we slept; US/China (Taiwan) and PBoC; housing affordability; inflation peak? maybe, maybe not (watch 'outliers'); positions
thebondbeat.substack.com
Good morning … How about that Chinese data, eh? ZH (sorry. not sorry) China Unexpectedly Cuts Rates As Terrible Econ Data Confirms "Alarming" Slowdown, Yields Plunge About 4a e.s.t. this morning, headlines crossed about more Chinese military drills in response TO yet another diplomatic congressional visit TO Taiwan, CNN:
while we slept; US/China (Taiwan) and PBoC; housing affordability; inflation peak? maybe, maybe not (watch 'outliers'); positions
while we slept; US/China (Taiwan) and PBoC…
while we slept; US/China (Taiwan) and PBoC; housing affordability; inflation peak? maybe, maybe not (watch 'outliers'); positions
Good morning … How about that Chinese data, eh? ZH (sorry. not sorry) China Unexpectedly Cuts Rates As Terrible Econ Data Confirms "Alarming" Slowdown, Yields Plunge About 4a e.s.t. this morning, headlines crossed about more Chinese military drills in response TO yet another diplomatic congressional visit TO Taiwan, CNN: