FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
Directory/China
Regional Index • 4 Publications

Financial Newsletters & Research Desks in China

Research desks, macro strategy publications and market-intelligence services based in or focused on China, ranked by Research Authority Score and classified by type, asset class, niche, price and vintage.

CNAnalysis

Sinocism (Bill Bishop)

China Policy & Market Intelligence

Niche · China policy, politics & markets

Multi-AssetMacro
$20/mo · $218/yr
2013
Visit
CNAnalysis

China Financial Markets (Michael Pettis)

China Balance Sheet & Trade

Niche · China balance sheet & trade

Macro
Free
2009
Visit
CNAnalysis

Trivium China

China Policy & Regulatory Intelligence

Niche · China policy intelligence

Macro
Paid — price not listed
2018
Visit
CNAnalysis

China Cross-Border Monitor

China Capital Flows & Markets

Niche · China capital flows & markets

MacroFixed Income
~$300/yr
2019
Visit
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