Public China's Zero-Covid Policy Is A Disaster Nov 24, 2022 1 min read Investors are hoping that the Chinese government will soon ease its zero-Covid policies. The facts on the ground suggest that the latest wave of the pandemic is getting worse in China and that the government is continuing to respond with more lockdowns and other severe restrictions (chart). Japanese brokerage firm Nomura estimates that more than a fifth of the country is under restricted movement. This is weighing on China' Ed Yardeni
Public China Scrambles to Avoid Lehman Moment Jul 20, 2022 1 min read How do you say "Lehman Moment" in Chinese? The Chinese government is scrambling to avert such a calamity resulting from China's real estate bust. There's a global housing recession underway, led by China. That's why the price of copper has been in a freefall, plunging 33% from $4.94 on March 4, 2022 to $3.31 today (chart). We’ve been tracking Ed Yardeni
Paid DEEP DIVE: Braking China Jul 17, 2022 2 min read paid China continues to watch its real estate market deflate and its Covid cases inflate, while worries about its banking system grow. No wonder the recent rally in Chinese shares came to an abrupt halt (Fig. 4). Here’s some news that caught our eye: Ed Yardeni
Paid Will Covid Zero Be Followed by Higher Inflation? Jun 29, 2022 1 min read paid China's experience with Covid Zero raises the age-old question of whether the cure is worse than the disease. For global investors, the question is if and when China relaxes its Covid Zero restrictions will global inflation soar along with commodity prices? Ed Yardeni
