China Macro 10 Charts on China’s fiscal challenges-110061384
–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business
China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term
The Market Price of Risk and Macro-Financial Dynamics
China Macro Monitor – Underway to recover
Global Macro Strategist Next Round of Hikes on Us-.pdf
Macro-Fiscal Implications of Adaptation to Climate Change
Macro Insights–US$/RMB outlook amid economic asynchronicity
Macro Report: US retail sales rebounded sharply in January
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