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