Market Updates

Get up-to-date housing trends, interest rate changes, and expert analysis to help you guide your clients and make informed decisions.

July 7, 2025

Following unilateral economic stimulus from the PBOC, the last four trading days have seen the Chinese equity market up over 10%.  Some individual names are up north of 20%, so aside from seeing which hedge funds are getting their faces ripped off on the short side in the coming days, lets walk through some of the fundamentals as to what prompted this and what will likely lead to more stimulus to come.

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June 4, 2025

Following unilateral economic stimulus from the PBOC, the last four trading days have seen the Chinese equity market up over 10%.  Some individual names are up north of 20%, so aside from seeing which hedge funds are getting their faces ripped off on the short side in the coming days, lets walk through some of the fundamentals as to what prompted this and what will likely lead to more stimulus to come.

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