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A Framework That Provides Clarity

During periods of “low visibility,” confusion reigns: for every indication of one trend, there seems to be a countertrend. The key is to glean from the collective wisdom of reliable leading indicators a clear signal that the economy is headed for a turn.

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Jul 10 2019

Chinese Cyclical Outlook

This report includes:

- China's domestic growth outlook following the late 2018 and early 2019 stimulus efforts

- Analysis of Chinese exports' impact on overall Chinese economic growth

- China and the ongoing deglobilization trend

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Related News & Events

China and G7 Inflation

Bloomberg July 16, 2019

ECRI spoke with Bloomberg Daybreak Asia, about global industrial growth, inflation and China’s stimulus. More

 

US-China Feud Is Accelerating The Biggest Shift In Trade Since The Cold War, Away From Globalisation

South China Morning Post July 6, 2019

Trend described as ‘deglobalisation’ and ‘balkanisation’ is leading to shorter supply chains as companies try to keep up with more sophisticated consumer demand. More

 

De-Globalization Diagnosis Predated Trade War

ECRI June 28, 2019

De-globalization has been happening for much of this decade, as its roots run much deeper than the trade war. So, while a resolution to trade disputes would be welcome, de-globalization will continue. More

 

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