
China Reopening Boosted by Tourist Groups
Bilal Hafeez and Ben Ford
Global departures sit at 103,000 per day, a touch lower than last week, but a level comparable to 2019 and just shy of the levels they were before Covid-19 struck in 2020 (Chart 1).
Bilal Hafeez and Ben Ford
Global departures sit at 103,000 per day, a touch lower than last week, but a level comparable to 2019 and just shy of the levels they were before Covid-19 struck in 2020 (Chart 1).
Bilal Hafeez and Ben Ford
Global departures sit at 103,000 per day, a touch lower than last week, but a level comparable to 2019 and just shy of the levels they were before Covid-19 struck in 2020 (Chart 1).
Bilal Hafeez and Ben Ford
Global departures sit at 104,000 per day, a level comparable to 2019, but shy of the levels they were before Covid-19 struck in 2020 (Chart 1).
Bilal Hafeez and Ben Ford
Global departures sit at 104,000 per day, a level comparable to 2019, but shy of the levels they were before Covid-19 struck in 2020 (Chart 1).
Bilal Hafeez and Ben Ford
Global departures have reached 107,000 per day, levels comparable to 2019, but shy of the levels they were before COVID struck in 2020 (Chart 1).
Bilal Hafeez and Ben Ford
While global departures remain above 100,000, they are yet to recover to December highs and are 3% lower since our last report (Chart 1).
Jon Turek
Something bigger than just yield curve control (YCC) timing is going on in Japan. Something is changing, something potentially significant.
Bilal Hafeez
Gerard is a senior fellow with the Economics Program at the Center for Strategic and International Studies (CSIS). He joined CSIS after nearly 11 years in the U.S. intelligence community.
Sam van de Schootbrugge
To give a taste of how each team (and their country) will fare, we’ve asked our network for their views. We’ve asked people the following questions...
Bilal Hafeez
Many were looking for China’s 20th National Congress to mark the end of China’s zero-COVID policy (ZCP).
Sam van de Schootbrugge
A new Journal of Economic Modelling paper develops a real-time monitoring system of macroeconomic prosperity, which it applies to China.
Bilal Hafeez and Ben Ford
Global departures have resumed their downward trajectory (-1.1% WoW), they blipped higher last week, but this was not driven by the major airports we track...
Bilal Hafeez and Ben Ford
Global departures have stormed higher (+5.5% WoW), breaking the previous downward trajectory. Likely a short-term blip, given that the change came outside the major airports we track.
Sam van de Schootbrugge
A new NBER working paper, co-authored by prominent economist Ken Rogoff, highlights long-term imbalances in China’s real estate market.
Bilal Hafeez and Ben Ford
Global departures have inched lower (-0.1%) WoW, continuing the decline from their summer peak, in line with historic seasonality.
Ben Ford
John left his US equity ETF biases However, in the process, he has strongly reiterated being underweight equities, homebuilders, and consumer staples, and overweight energy...
Bilal Hafeez
James Fok is a veteran financial and strategic advisor to corporations and governments. He served as a senior executive at Hong Kong Exchanges and Clearing (HKEX)...
Bilal Hafeez
Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank.
Dominique Dwor-Frecaut
Japan has been contending with deflation and implementing quantitative easing (QE) since the 1990s, well before other advanced economies...
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