CHINA´S BATTLE WITH DEFLATION ISN´T JUST A DEMAND PROBLEM / THE FINANCIAL TIMES EDITORIAL

China’s battle with deflation isn’t just a demand problem Beijing’s policies have encouraged overproduction and excessive competition The ed...

WHAT CAN REALLY CURE DEFLATION IN CHINA? / THE FINANCIAL TIMES MARKETS INSIGHT

What can really cure deflation in China? Cutting excess capacity is not enough — Beijing must rebalance towards consumption Chetan Ahya A pi...

Q4 2024 Z.1 AND THE START OF DELEVERAGING / CREDIT BUBBLE BULLETIN

Q4 2024 Z.1 and the Start of Deleveraging Doug Nolan The thesis holds that a multi-decade super cycle Credit Bubble - over recent years succ...

IS CHINA FACING A DEFLATIONARY TRAP? / PROJECT SYNDICATE

Is China Facing a Deflationary Trap? With China teetering on the edge of a deflationary trap, the question of how to avoid a Japanese-style ...

DEFLATION AND INFLATION / CREDIT BUBBLE BULLETIN

Deflation & Inflation Doug Nolan A few headlines: WSJ: “Deflation Tightens Grip on China’s Economy.”  FT: “China’s Prices Fall at Fastes...

CHINA FACES THE RISK OF A DEBT - DEFLATION LOOP / THE FINANCIAL TIMES MARKETS INSIGHT

China faces the risk of a debt-deflation loop The country should stimulate consumption with spending on education, healthcare and public hou...

CHRISTINE LAGARDE´S GIFT TO POPULISTS / PROJECT SYNDICATE

Christine Lagarde’s Gifts to Populists Since taking over as president of the European Central Bank in late 2019, Christine Lagarde has commi...

IS CHINA EXPORTING DEFLATION TO THE REST OF THE WORLD? / THE FINANCIAL TIMES MARKETS INSIGHTS

Is China exporting deflation to the rest of the world? Profit margins in supply chains will limit the spread of downward pressure on prices ...