China’s V-shaped recovery under the microscope

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Chinese GDP growth (seasonally-adjusted) was 11.5% qoq in Q2. This was stronger than consensus forecast (+9.6% qoq) and more than reversed Q1 contraction of 9.8% qoq. This record-high growth reflects both a post-lockdown bounce in economic activity and of course extremely “favourable” base effects. This is pertinent for China but also its key major trading partners and global economy. China accounts for about 20% of world GDP in PPP terms and thus growth single-handedly contributed about 2.3 percentage points to quarter-on-quarter global GDP growth in Q2. We estimate that in constant t
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Warnings about US economy and USD overblown

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( 8 mins read ) Press play to listen Global GDP growth, in year-on-year terms, slowed to -2.7% in Q12020  from +3.1% in Q4 2019 and in quarter-on-quarter terms to -4.5% from +0.6% in Q4, based on growth rates in

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US GDP growth – One extreme to another

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The second quarter of 2020 is the first quarter in a long time where the combined increase in the net foreign assets of the PBOC and the state banks came close to $100b -- a typical sum back in the days when China was actively resisting appreciation pressure

I, for one, find China’s current policies in Xinjiang deplorable, but this thread gets straight to the heart of how the discourse on Xinjiang is getting derailed and why many Chinese people who would otherwise support criticism on XJ feel alienated and even attacked on the topic. https://twitter.com/chengxinpan/status/1310336009624719360

Chengxin Pan@ChengxinPan

them, using all sorts of techniques and name-calling. Again there is nothing good faith about those kinds of behaviours. Research in good faith also entails comparing China's policy to similar policies in other countries: if these are concentration camps, then do please compare

[ACTIVIDAD ECONÓMICA]

- En julio continuó recuperándose (1.1% m/m), aunque a menor ritmo que en mayo y junio, y todavía se encuentra 11.6% debajo de febrero

- En términos interanuales, el indicador oficial se contrajo 13.2%

- En el acumulado la caída fue de 12.6%

@kiguel

Speaks to breakdowns of civic-mindedness, lack of central authority, subversion of institutions, and a whole bunch of other not-great things. Tax evasion is a wonderful proxy marker.

El Director de la consultora @Poliarquia_, Eduardo Fidanza explica los problemas que atraviesa la Argentina y dónde podría estar la recuperación de la iniciativa del gobierno.
@CanalNetAr @perfilcom

https://www.perfil.com/noticias/reperfilar/columna-fidanza-24092020.phtml

Para el turno mañana, va el link a La Economía en 3 minutos. Esta semana "La cuarentena desigual". El mercado de trabajo derretido y suba de desigualdad pasaron casi desaparcibidos en una semana caótica.

https://anchor.fm/andres109/episodes/La-cuarentena-desigual-ek8dss

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