The Mini Podcast on Macro - that may matter to markets China - false dawn in retail & housing?. What Xi said to Biden to say to Trump: China's 4 Red Lines (actually 3) with one a tautological obsession which tells us what Xi is prioritising. What the official anonymous China... Read More

RTHK Discussing: likely outcome of China's NPC Standing Committee on Nov 4 to 8; the results of the Japanese election what does instability do for assets; and the inevitable discussion of the US election,. Read More

Macro uncertainty (high) and market volatility (low) have divorced. The piece explains why and when it will end. This will happen in the next twelve months. The catalyst will be conflicts that incur economic cost beyond what markets can ignore. Read More

Live with CNBC from the Housing Ministry's presser commenting on the latest measure to solve the housing problem. Won't work. Does not address housing demand. Read More

China- why the stimulus packages won't work and what it means. China remains uninvestable Read More

RTHK - The Close: China fiscal stimulus- good money after bad?. The US Presidential Election - political & market outcome. . The Middle East - which war now? Read More

The Mini Podcast on Macro that may matter to markets - US Presidential, China Stimulus, Israel & Iranian assets - the "Big If". Read More

Why China's big Bazooka is creating a feeding frenzy in markets but will fail economically. Read More

Leadership matters in Japan with the biggest impact being on regional security Read More

RTHK - The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election Read More