Dollar strong (@natixis call 💪🏻) Fed done ✅ Caixin PMI today!
![](https://pbs.twimg.com/media/EA18P62UEAA8_tE.jpg)
![](https://pbs.twimg.com/media/EA18P8GU4AAs7xt.jpg)
![](https://pbs.twimg.com/media/EA19DanUYAEXNNV.jpg)
c) ✅China growth slows - Caixin manu PMI today & state yesterday shows stabilization but still contraction; let's not forget that imports by China contracting;
![](https://pbs.twimg.com/media/EA2B1SKUIAA-Q9W.jpg)
China at 945am & unlikely to pop above 50 (expansion vs previously month
![](https://pbs.twimg.com/media/EA2CzLjUYAARNqA.jpg)
Phew, so happy to talk about economics again🤗
a) Production output edged up but remained low
b) Employment falls again
c) Confidence improves.
Stabilization is the word of the year. This means a soft landing for China, but this is no respite for exporters in the region that depend on China.
![](https://pbs.twimg.com/media/EA2UTA4UcAAT5YZ.png)