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LATEST INSIGHTS

Will Chinese Commodities Derail The Global Reflation Trade?
Leland Miller and Derek Scissors on why investor excitement over Chinese capacity cuts this winter is oversold, and the serious implications for the global reflation trade.

@ChinaBeigeBook

There’s lies, damn lies, and statistics. Then there’s Chinese statistics.

As the #Trump 232 #trade decision fast approaches, @scottlincicome provides us w/a history of #steel actions past. How did those turn out?

https://t.co/q17fBLIhJp

A lot of false policy signals being reported out of this meeting today. Though @POTUS did say the Chevrolet quote, for whatever that's worth.

https://t.co/41fM6oZiMV

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China Beige Book provides institutional investors and corporate decision-makers with market leading insights derived directly from our nationwide proprietary data on the Chinese economy.