Trade Wars

Why Today’s Inverted Yield Curve Isn’t Necessarily a Recession Warning
China’s Currency Weakness: Not as Bad as it Seems—Yet
Is a New Front About to Open in the US-China Trade War?
Midyear Bond Outlook: Making Sense of Conflicting Signals
Global Equities: Searching for Symptoms of Three Mounting Risks
European Automakers – Trade War Woes Add Pressure on Bonds
Hard Landing for China’s Growth? Six Factors to Watch
Trade Wars Likely to Change the Fed’s Interest-Rate Game Plan
China and US: Tug of Trade War
Emerging Markets: Widen Your Lens Beyond Trade Tensions
Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks

Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks

by John Lin, Stuart Rae
Whenever the Chinese economy slows and its stocks take a serious hit, investors have come to expect the government to unleash large-scale fiscal and monetary stimulus. Another heaping spoonful of sugar may do more harm than good this time around, however. It’s time for the ailing market to take some medicine.

Emerging Markets, Equities, Policy & Regulation, Trade Wars

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