Bilal Hafeez
Stephen is a faculty member at Yale University and former chairman of Morgan Stanley Asia. He is the author of Unbalanced: The Codependency of America and China and most recently Accidental Conflict: America, China, and the Clash of False Narratives.
Bilal Hafeez
Deborah Seligsohn is an Assistant Professor of Political Science at Villanova University. Her research focuses on Chinese politics, US-China relations, and public health, energy and environmental politics in China and India.
Bilal Hafeez, Ben Ford
Global departures sit at 103,000 per day, a touch lower than last week, but a level comparable to 2019 and just shy of the levels they were before Covid-19 struck in 2020 (Chart 1).
Bilal Hafeez, Ben Ford
Global departures sit at 104,000 per day, a level comparable to 2019, but shy of the levels they were before Covid-19 struck in 2020 (Chart 1).
Matthew Tibble
Covid cases are surging in China. Deaths could surge too if policy loosens. A different kind of sickness plagues the UK economy.
Bilal Hafeez
Many were looking for China’s 20th National Congress to mark the end of China’s zero-COVID policy (ZCP).
Bilal Hafeez, Ben Ford
Global departures have relinquished last week’s gain (-2.1% WoW), resuming the five-week decline that ended the summer...
Bilal Hafeez, Ben Ford
Global departures have jumped higher (+2.2%) WoW, following a five week decline as summer demand peaked...
Bilal Hafeez, Ben Ford
Global departures have inched lower (-0.1%) WoW, continuing the decline from their summer peak, in line with historic seasonality.
Bilal Hafeez, Ben Ford
The decline in global departures has continued, down 6.3% from its peak and at 80.7% of 2019 levels, in line with historic seasonality.
Bilal Hafeez, Ben Ford
Global departures fell 3pp WoW, they are at 82% of 2019 levels. The decline from summer highs, in line with historic seasonality, has been exacerbated.
Bilal Hafeez, Ben Ford
Global departures remain around 85% of 2019 levels, with the decline from the summer highs continuing in line with historic seasonality...
Bilal Hafeez, Ben Ford
Global flights are at 85% of 2019 levels and are declining from their highs in line with historic seasonality...
Bilal Hafeez, Ben Ford
Global flights are at 86% of 2019 levels, though the number of flights has stalled around 107k/day after having peaked five weeks ago...
Matthew Tibble
The US auto industry suffers high prices and soft sales. In the EU, sky-high diesel prices could stick around. Fed hiking could land it in a spot of balance-sheet bother.
Bilal Hafeez, Ben Ford
Global flights are at 86% of 2019 levels, with 7d MA departures dropping marginally again to 107.4k per day...
Matthew Tibble
UK inflation is about to get worse. So is US inflation. Also, technically, the US is in a recession. And hedge fund net shorts are larger than during the Covid crash.
Bilal Hafeez, Ben Ford
Global flights are at 85.7% of 2019 levels, with departures inching lower to 107.7k per day. Indeed, this could be a near-term peak – they declined from here in 2019...
Matthew Tibble
Mortgage market reacts hard to hawkish Fed. ECB to neutral and no more? ETH outperforms BTC ahead of merge. Germany’s economic model is in trouble.
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