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Markets and FinancePlenum Notes
December 15, 2025

Quick Take: Another Big Dip in November

A quick take on China's economic data from November.
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Markets and FinancePlenum NotesPolitics and Policy
December 12, 2025

CEWC Less Dovish This Year

This year’s Central Economic Work Conference struck a notably more relaxed tone on growth.
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What I’ve Told Clients in Late 2025

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December 3, 2025 in Markets and Finance, Plenum Notes

Explaining the Retail Sales Discrepancies

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