YAN WANG @Yan_AlpineMacro

Chief EM/China Strategist at Alpine Macro. Former Chief China strategist at BCA Research. alpinemacro.com Montréal, Québec Joined February 2017

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YAN WANG @Yan_AlpineMacro

6 months ago

how much further will the decoupling go?

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Yahoo Finance @YahooFinance

a year ago

"They are in a state of panic," Alpine Macro strategist @Yan_AlpineMacro says on China. "They are clearly feeling the pressure that the economy is in a very deep, very stressed level."

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YAN WANG @Yan_AlpineMacro

a year ago

Trump 2.0 tariffs would be big headwind for China economy: Strategist youtu.be/0Q98CHlPAo4?si… via @YouTube

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Russia and USSR have historically invaded during high oil prices and faced domestic crises when prices fell. Western sanctions haven’t impacted Russian oil prices much, but any material market-driven decline could severely weaken Russia war efforts.

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YAN WANG @Yan_AlpineMacro

a year ago

U.S. election season is upcoming and the stakes are high. How will Trump 2.0 affect U.S. equities? What may tax policy from a Harris administration mean for profits? Which sectors stand to benefit the most from either candidates victory?

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YAN WANG @Yan_AlpineMacro

a year ago

China’s money and credit numbers have been extremely weak in recent months. If history is any guide, the contraction in monetary aggregates heralds a drastic deceleration in economic growth going forward. alpinemacro.com/trial-access/

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YAN WANG @Yan_AlpineMacro

a year ago

Taking a chainsaw to the state. Look at #Argentina

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Graham Allison @GrahamTAllison

2 years ago

Having returned from a whirlwind tour of 9 intense days of meetings in Beijing, reflecting on my discussion with Xi Jinping:

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Macrobond @MacrobondF

2 years ago

Check out our exclusive #webinar on #China’s economic crossroads. Expert strategists Arthur Kroeber (@arkroeber) of @Gavekal and Alpine Macro’s Yan Wang (@Yan_AlpineMacro) examine whether accommodative policies can put Asia’s growth engine back on track: ow.ly/VPVp50Q7lCq

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YAN WANG @Yan_AlpineMacro

2 years ago

Alibaba, HSBC, BYD lead stock slump in Hong Kong sc.mp/pr1r?utm_sourc… via @SCMPNews The struggle in Chinese equities "reflects the deep confidence crisis the country is experiencing," Yan Wang, chief China strategist at Alpine Macro, said in a report.

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Macrobond @MacrobondF

2 years ago

Check out our exclusive #webinar on #China’s economic crossroads. Expert speakers @arkroeber of @Gavekal and Alpine Macro’s @Yan_AlpineMacro examined whether accommodative policies can put Asia’s growth engine back on track: ow.ly/upQj50Q5T4A

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YAN WANG @Yan_AlpineMacro

2 years ago

Chinese stocks pose reputational risk to US, Canadian pension funds amid geopolitical tensions, says Alpine Macro strategist sc.mp/887s?utm_sourc… via @SCMPNews

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YAN WANG @Yan_AlpineMacro

2 years ago

Mexico is experiencing a near-shoring boom, aiding the country greatly in its post-pandemic growth recovery. FDI has been rising, capacity utilization has been improving, and the labor market is red hot. Wage growth has been staggering. Can the boom continue? @RealAlpineMacro

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YAN WANG @Yan_AlpineMacro

2 years ago

Yan Wang, chief emerging markets and China strategist at Alpine Macro, says housing policies have eased but still aren't stimulative, given high down payment requirements and even interest rates. reuters.com/markets/asia/s…

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YAN WANG @Yan_AlpineMacro

2 years ago

Gold is outperforming the US equity risk premium and its typical inverse correlation with the dollar.

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YAN WANG @Yan_AlpineMacro

2 years ago

USD/CAD has deviated far above fair value, according to Alpine Macro’s cyclical model.

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YAN WANG @Yan_AlpineMacro

2 years ago

While #US nonfarm #payrolls grew strongly in May, the #unemployment rate jumped from 3.4% to 3.7%. Could this mark the start of a rising trend in the jobless rate?

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YAN WANG @Yan_AlpineMacro

2 years ago

The #US #Treasury’s cash balance is dwindling and the X-date will occur in early June. That’s when the Treasury will no longer be able to meet all its spending commitments.

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Rebecca Feng @RebeccaYFeng

2 years ago

How Beijing resolves Guizhou’s debt issues will have ramifications for investors and banks across China that own a lot of local government debt wsj.com/articles/one-o… via @WSJ w/@caocli