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Autonomous Research also noted the return of shadow banking in China. The firm's credit impulse showed that borrowing in January and February matched all of Q1 in 2018.

China is lulling the market into a false sense of security

Recent positive economic data from China is signaling a recovery from last year's downturn, but that recovery is unsustainable.
Stephen Moore at CPAC in 2015

Stephen Moore is going to embarrass himself (and us) at the Fed

President Donald Trump has asked the conservative economic commentator Stephen Moore to join the Federal Reserve Board. This is a mistake.

China has actually been closing for business for the last decade

When China used easy credit and infrastructure spending to avoid the global financial crisis, it reversed years of reforms to open its economy.
A balloon featuring Disney's characters is seen in front of a billboard featuring a portrait of the late Chinese leader Deng Xiaoping in Shenzhen, China.

The Huawei indictment marks the end of US and China’s cycle of trust

The US Justice Department's criminal indictment of Huawei marks a new phase in the cycle of trust between the US and China.
Alexandria Ocasio-Cortez.

Wall Street should love the economic theory Alexandria Ocasio-Cortez backs — and that should worry the rest of us

Conservatives have been freaking out about modern monetary theory — championed by Rep. Alexandria Ocasio-Cortez — but Wall Street should love it.
Chinese President Xi Jinping speaks during the during 2018 Beijing Summit Of The Forum On China-Africa Cooperation - Joint Press Conference at the Great Hall of the People at The Great Hall Of The People on September 4, 2018 in Beijing, China.

The most important idea holding China’s economy together is being tested like never before

China's leaders have spent years convincing the world that they're ready to handle a slower growing, more volatile economy.

There’s a simple way to tell the US job market is not as strong as it appears

US wage growth remains weak given the low level of unemployment, suggesting the job market still has room for improvement.

China is once again staring down the biggest Catch-22 in its economy

China's economy has started to slow even before US tariffs have had a chance to make an impact. To mitigate that, China is turning to a reliable but dangerous source of growth: infrastructure spending.
Presidential candidate Andres Manuel Lopez Obrador gestures after casting his ballot at a polling station during the presidential election in Mexico City, Mexico.

Strained US-Mexico relations are about to get even worse — and it could destroy NAFTA for good

ANALYSIS: US-Mexico relations are at their most strained in recent memory — and Mexico's newly elected president could ratchet up the acrimony.

Trump’s economic agenda is exacerbating America’s inequality crisis

US income inequality, already at its worst levels since the 1920s, is likely to get worse because of President Donald Trump's economic policies, including a tax-cut program that was heavily tilted toward the wealthy.