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/Topics/China
4 Publications

Best China Newsletters & Research Desks

4 china publications, ranked by Research Authority Score and mapped by type, asset class, niche, price and founding date.

HKAnalysis

Gavekal Research

Global Macro & China (Dragonomics)

Niche · Global macro & China economics

Macro
Institutional (quote)
1999
Visit
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

China Cross-Border Monitor

China Capital Flows & Markets

Niche · China capital flows & markets

MacroFixed Income
~$300/yr
2019
Visit

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