#RBA Monitor: Status quo in August with CPI below Reserve Bank’s forecast while still vigilant on inflation risk aliciagarciaherrero.substack.com/p/rba-monito...

#BoJ to hike in October, with higher inflation risk and joint intervention with US reducing pressure from PM Takaichi aliciagarciaherrero.substack.com/p/boj-to-hik...

#China #Capital Flows Tracker 2026 Q3 - Net FX receipts rebound with trade surplus and contained outbound investment aliciagarciaherrero.substack.com/p/china-capi...

#BoJ Preview: To justify status quo in July with higher probability of a hike in October due to inflation from weak Yen aliciagarciaherrero.substack.com/p/boj-previe...

#China’s #green finance is heading towards offshore bond issuance due to tepid bank credit and a regulatory push aliciagarciaherrero.substack.com/p/chinas-gre...

#Chinese #banks overseas expansion increasingly denominated in #Renminbi aliciagarciaherrero.substack.com/p/chinese-ba...

Sunshine after the rain? Hong Kong’s better economic growth has yet to support banks and reduce credit risks aliciagarciaherrero.substack.com/p/sunshine-a...

How should #Europe respond to intensifying global competition while protecting its industrial strengths? I'm pleased to be speaking at the @financialtimes.com and PPF webinar, European Champions and the New Industrial Battlefield, on 25 June. Register for free here: europeanchampions.live.ft.com

My takeaways from #G7 for #Asia: #India managed to bring Indo-pacific to the statement, #Japan's push on #CRM was watered down (US not keen to cooperate), also #France's on addressing China-related global imbalances. Basically, US-China managed relations were behind the curtains in #Evian

Sharing our Middle East Weekly Tracker where we integrate charts on #GCC countries’ market movements, capital and investment flows and transportation situation. research.natixis.com/Site/en/publ...

Give and take: #Chinese #banks bear the cost of the economic transition, but with a helping hand on capital adequacy aliciagarciaherrero.substack.com/p/give-and-t...

He aqui mi tribuna para @expansioncom.bsky.social: La tercera vía europea en materia de IA es más fácil de decir que de hacer.

#Chinese #banks face higher #credit #risk than headline numbers suggest aliciagarciaherrero.substack.com/p/chinese-ba...

#China #Banking Monitor 2026 - Walking the tightrope between supporting government policies, protecting profitability and expanding overseas aliciagarciaherrero.substack.com/p/china-bank...

My TV interview with BBC: #US announces new #tariffs over forced labour concerns. It hits every trading partners equally including the UK, Canada, China etc. However, it’s not helping the US because it cannot really absorb these tariffs due to the #inflation from the higher oil prices from Iran.

Edgar Morin nous a quittés. Étudiante à la Bocconi,c'est dans la bibliothèque de l'université que j'ai découvert ses livres en français,dont De la Chine, qui a allumé en moi une curiosité pour l'Asie qui ne m'a plus jamais quittée. Sa pensée complexe, son ouverture à l'autre, ont façonné qui je suis

#China's #PPI Rebound Is Cost-Pushed, Not Demand-Led: Iran Energy Shock, Weak Pass-Through and China-EU Trade aliciagarciaherrero.substack.com/p/chinas-ppi...

Je partage mon article pour @lesechosfr.bsky.social: « Désormais, l'économie chinoise fonctionne à deux vitesses ». www.lesechos.fr/idees-debats...

#Australia: Neutral fiscal impulse with stable structural deficit will keep RBA vigilant on inflation risks aliciagarciaherrero.substack.com/p/australia-...

My Working Paper for @unu-wider.bsky.social is online now: " #China #green tech and its industrial policy". www.wider.unu.edu/publication/...

#China #Capital Flow Tracker 2026 Q2: RMB appreciation in 2026 hinges more on past support than the present research.natixis.com/Site/en/publ...

The boom in #China’s cross-border payment system is here to stay independently of Iran or sanctions research.natixis.com/Site/en/publ...

#RBA Monitor: Pre-emptive hike to stabilize inflation driven by capacity shortage and inflation expectations research.natixis.com/Site/en/publ...

Comparto mi tribuna para Expansion @expansioncom.bsky.social: " #China está blindando sus cadenas de suministro limitando la política industrial #europea."

#BoJ preview: Uncertainties from Iran war supporting status quo in April with hawkish tone to stabilize Yen research.natixis.com/Site/en/publ...

My TV interview with @cgtn.bsky.social on #global growth risks, #US outlook and #China's Q1 economic performance. www.cgtn.com/tv/replay?id...

My TV interview with @bloombergtv.bsky.social: " #China views the #MiddleEast situation as an opportunity, benefiting from sufficient oil supply and strong refining capacity, while avoiding direct involvement by supporting intermediaries in negotiations." [16:15] www.youtube.com/watch?v=3601...

Despite Donroe Doctrine, #LatinAmerica and #China to remain BFFs but with a twist aliciagarciaherrero.substack.com/p/despite-do...

I'm excited to speak on the academic seminar "Radical Novelties in Critical #Technologies: How do #China, the #US and the #EU fare?" hosted by HKUST Institute for Emerging Market Studies @hkust.bsky.social. Join us on May 4 at 1030-1200 HKT if interested! Details: iems.ust.hk/events/acade...