Economic Survey of China 2017

The Chinese economy will remain the major driver of global growth for the foreseeable future. The Survey was prepared by Margit Molnar, Ben Westmore and Thomas Chalaux, with contributions from Jiangyuan Lu, Wenhao Chen, Baolin Wang and…

Six Impossible Things Before Breakfast

From GMP’s recent White Paper: In order to make sense of today’s pricing, you need to believe in six impossible things: Secular stagnation is permanent and rates will stay low forever. As we have argued…