Archive

Revisiting Peak Oil

• Significant differences over short-term prospects for oil demand become even more stark when considering the timing of ‘peak oil’.

By Alastair Newton

Trade: Back To The Future

• Although the escalation in international trade tensions would be more extreme under a second Trump administration, protectionism will continue to rear its ugly head worldwide, irrespective of the outcome of the US election.

By Alastair Newton

China: “Confusion Will Be My Epitaph”?

• Clarity over China’s otherwise fuzzy economic trajectory lies in Xi Jinping’s explanatory statement about the outcome of the Third Plenary and his oft-stated determination to make China technologically self-reliant as a hedge against external threats.

By Alastair Newton

China CPI 0.3% y-o-y (consensus 0.4%) in May-24

- China's CPI remained stable at 0.3% year-on-year in May 2024, slightly above the one-year average but indicating modest inflationary pressures.
- Related economic indicators point to a mixed backdrop, with declining new house prices and robust monetary and credit growth hinting at potential future inflationary dynamics.