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  1. China Reopening Boosts Global Flight Departures

    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).

  2. Tourist Numbers Sluggish Despite China Reopening

    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).

  3. Tourist Numbers Sluggish Despite China Reopening

    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).

  1. Flying at Pre-Pandemic Levels

    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).

  2. Time to Visit China?

    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).

  3. Grey Swan #5: Japan Hikes Rates

    Jon Turek

    Something bigger than just yield curve control (YCC) timing is going on in Japan. Something is changing, something potentially significant.

Ep. 139: Gerard DiPippo on CIA, US-China Tech War, and Taiwan Risks 

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.

The Hive World Cup Survey

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...

  1. Is China Worried About Taiwan’s COVID Strategy?

    Bilal Hafeez

    Many were looking for China’s 20th National Congress to mark the end of China’s zero-COVID policy (ZCP).

  2. A New Real-Time Tool for Tracking China Growth

    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.

  3. China Departures Deteriorate

    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...

China Holds on to Zero-Covid as Cases Surge post-Golden Week

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.

Will China’s Real Estate Market Crash?

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.

  1. Tokyo Typhoon Exacerbates Declining Asia Departures

    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.

  2. Prime Trade Ideas: Trading Weakness in Asia FX

    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...

  3. Ep. 127: James Fok on the US-China Financial Cold War, Dollar Dominance and Role of HK 

    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)...

Ep. 121: Mikihiro Matsuoka on Bank of Japan policy, Japanisation of Economies, and the Demise of Capitalism  

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.

2022 Grey Swan #10: BOJ becomes the People’s ATM

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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