Great Game: Will F16s destroy Russia? Will BRICS destroy the USD?
Will the Dutch and Danish F16s push back Russia? Will the BRICS be able to muster the global south and fight off the dominance of the USD? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a...
Steno Signals #61 – The end of China as we know it?
The doom and gloom in China is suddenly back with a vengeance and everyone seems convinced that China is now in a structural decline driven by an embedded balance sheet recession and extremely weak demographics. But how bad is it really? To read the full article, sign...
EM BY EM #17 China: Real Estate Complex and the “phony” stimulus
In 2021, I took a bearish position in the Chinese real estate market. However, the scale of the repercussions stemming from the ongoing deleveraging process in Chinese real estate has raised our concerns. Despite this, we believe that the CCP will likely need to...
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