Chinese Economy

MARKET CALL: Slow-Mo Meltup Fueled By Less Uncertainty

Jul 6, 2025 3 min read paid

Ed Yardeni

Will China's Two Bazookas Shoot Silver Bullets?

Sep 30, 2024 2 min read paid

Over the past several days, China has unleashed several fiscal and monetary stimulus measures. China investor Jason Hu called these the "twin bazookas" policy of "[p]rint money and spend money." It's having an immediate effect, at least on stock prices. The Shanghai CSI 300 is up 27% since its low on September 17 (the day before the Fed's 50bps rate cut)

Ed Yardeni
Eric Wallerstein

Recession With Chinese Characteristics

Jun 17, 2024 2 min read paid

China’s May economic indicators were broadly negative, as evidenced by the recent weakness in Chinese stock prices as well as the price of copper, which is very sensitive to economic developments in China (chart). The bursting of China's property bubble continues to weigh on the economy despite the government's lame measures to support property prices. Weak home sales and property investment data sent Chinese real

Ed Yardeni
Eric Wallerstein

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MARKET CALL: Slow-Mo Meltup Fueled By Less Uncertainty

Will China's Two Bazookas Shoot Silver Bullets?

Recession With Chinese Characteristics