Emerging Market Liquidity Update, June 2021: China Cracks … Or Is It Just Chips?

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China Cracks … Or Is It Just Chips?

 

·                Given that Chinese policy-makers are not deliberately tightening, why does the latest data warn of an on-going and worrying Chinese economic slowdown?

·                Expect much lower interest rates across the Chinese yield structure, perhaps by as much as 50-100bp, with a potentially  big pass-thru into lower US rates

 

 

See our latest published research, Emerging Markets Latest GLI™ – June 2021

 

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