熱門標籤
China's stockpiling of important resources suggests they may be preparing for a major one-off devaluation of the CNY.
Despite local financial institutions hoarding bonds due to weak credit demand growth, China reported a strong 5.2% YoY Q1.
Speculati
US Semiconductor Equipment Billings (3MMA, YoY) 2 Month Lead vs Taiwan Business Cycle Monitoring Indicator 2 Month Lead vs US ISM PMI Order minus Inventories
The Monitoring Indicator is score-based and divided into five traffic light signals:
1. Re
Japan PMI vs Japan Semiconductor Equipment Billings (3MMA, YoY) 4 Month Lead
EUR/USD vs China - Bloomberg Credit Impulse Index (6 Months Forward)
