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China's 2026 Economic Outlook: The big picture

The most important narratives in China macro for the new year

Dec 28, 2025 • Paul

Monetary expansion in China's deflationary environment

Can boosting M2 help China overcome fiscal constraints and battle deflation?

Dec 7, 2025 • Paul

On the fixed asset investment collapse in China

Why it might be a sign of a deeper funding shock

Nov 27, 2025 • Paul

Europe needs more energy realism

To power the green transition, we paradoxically need more fossil fuels

Sep 23, 2025 • Paul

The bearish case for AI

Why the bullish case for artificial intelligence isn’t as strong as you might think

Aug 20, 2025 • Paul

Chips, Guns, and Money

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