The Hormuz Switch: What the US-Iran Oil Trade Is Actually Pricing
Markets have priced the negotiation as a binary on-off switch.
What Chinese institutional investors see that Western analysts miss
The dollar story looks very different from the other side of it..
How the PBOC runs monetary policy: rates, reserves, and the Loan Prime Rate
The People's Bank of China, or PBOC, manages liquidity and the cost of credit through a small set of interlocking tools: the money supply, the reserve…
China's GDP and demographics in 2025: the numbers that frame every market
Two long series sit behind every call on Chinese markets: the growth path of the economy and the aging curve of its population.