Chinese Exceptionalism. The only way has been up for Chinese stocks.
Trump imposes more tariffs, while China awaits further stimulus announcements.
Trump’s second term of putting America first begins with his own meme coin and tariffs on Canada and Mexico. Bitcoiners are disappointed. Plus a quick chart update ahead of NFLX earnings.
We analyse China's GDP, Trump 2.0, US-China Bond Yield Spread, and KWEB's price technicals.
We examine the "Moderately Loose" monetary policy stance, the "10 trillion RMB" local government debt swap, and China ETF price movements against the money supply.
Inflation, USO, Nonfarm Payrols, GOOGL / GOOG, ARCC, COIN, HTGC, META, MSFT, AAPL, AMZN, ICE, MSCI, CBOE, LI, RIOT, MARA, CIFR, IREN
We analyse the latest Nonfarm Payrolls, and all the individual charts across indices, fixed income, Crypto, Gold / Silver, Mag-7, BDCs, Exchanges, and China equities.
Assessing BILI, NTES, TME, WB, EDU, ATHM, BIDU, BEKE, BZ, FUTU, TCOM, YUMC Charts
Dissecting BABA, JD, PDD, VIPS, LI, NIO, XPEV
Reviewing the Surge in Chinese Stocks and Opportunities for US-Listed Companies in the Easing Cycle
A bird-eye view of the market to start the week.
