MacroPolo Econ

MacroPolo Econ

Paulson Institute

Original insights and ideas on the key trends and challenges shaping our world: deglobalization, deleveraging, decarbonization, and demographics. All these challenges are present in China, which is our main focus, but they are not exclusive to it. These trends afflict developing and advanced economies alike, so we occasionally take on a wider aperture to compare and contrast across countries/regions. We examine these trends through the prism of economics, energy, technology, and politics, all of which intersect and influence outcomes.

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MP Econ Issue 21: China Needs More Inflation To Steady a Wobbly Property Sector
MP Econ Issue 20: China’s First Half Economic Outlook
MP Econ Issue 19: China Economy and Debt
MP Econ Issue 18: 3Q2023 Outlook: Chinese Economy Bottoms Out
MP Econ Issue 17: Where’s the Demand for the Chinese Yuan?
MP Econ Issue 16: US Regional Bank Crisis Will Affect How China Manages Financial Risk
MP Econ Issue 15: Default Position: LGFV Defaults Loom
MP Econ Issue 14: China’s First Quarter Economic Outlook
MP Econ Issue 13: Point of No Return: Beijing’s Move to Covid Coexistence Is Here to Stay
MP Econ Issue 12: China’s Giant Trade Surplus Isn’t a Sign of Economic Strength
MP Econ Issue 11: Who’s Paying for the Property Crisis? Not Local Governments
MP Econ Issue 10: China’s Property Sector Is Smaller Than Meets the Eye
MP Econ Issue 9: China’s Coming Property Correction: A Managed Soft Landing
MP Econ Issue 8: PBOC Steps in to Loosen Policy on Property Sector
MP Econ Issue 7: China’s Property Sector Will Muddle Through Rest of Year
MP Econ Issue 6: Why Is Housing So Expensive in Urban China?
MP Econ Issue 5: Is China’s Productivity Slowdown Here to Stay?
MP Econ Issue 4: The Chinese Economy in 2025
MP Econ Issue 3: SOE Reform II
MP Econ Issue 2: SOE Reform