SM
Shanghai Macro Strategist
May 2026Live view →
Where the voices land
Nobody took a position in may 2026.
On the record
last 31 days · 5 positionsLatest positions
- SMShanghai Macro StrategistBullish on China The strategist reads the People's Daily commentary as Beijing's posture that China-US relations can improve and reach a historic moment. “There are signs that the two leaders may once again create a historic moment in US-China relations.” Open the post On the eve of the Xi-Trump summit, the People’s … · 12 May
- SMShanghai Macro StrategistStrongly hawkish on Chinese central bank The Chinese central bank is the most unwavering buy-the-dip force in gold, i.e. it keeps buying on dips. “The Chinese central bank remains the most unwavering “buy-the-dip” force in gold.” Open the post The Chinese central bank remains the most unwave… · 7 May
- SMShanghai Macro StrategistStrongly bullish on Beijing Beijing's geopolitical weight is at a high not seen for some time, as it becomes central to US-China bargaining. “It has been some time since the city of Beijing has carried such geopolitical weight.” Open the post Araghchi’s visit to Beijing on May 6—just a week… · 5 May
- SMShanghai Macro StrategistBullish on China The mid-May Xi-Trump summit is likely to further stabilize Sino-US ties and speed up resolution of the Iran conflict. “the mid-May meeting will not only further stabilize Sino-US bilateral ties under top-level strategic guidance (元首战略引领), but also help accelerate a resolution of the Iran conflict” Open the post Araghchi’s visit to Beijing on May 6—just a week… · 5 May
- SMShanghai Macro StrategistBullish on Iran Iran's conflict may move toward resolution, with Iran now central to US-China strategic bargaining. “Iran may have moved to the center of US-China strategic bargaining” Open the post Araghchi’s visit to Beijing on May 6—just a week… · 5 May
Their output
8 in May 2026Thu 30Sun 17 · 2Mon 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- China 4 items
- US 3 items
- Xi Jinping 2 items
- Donald J. Trump 2 items
- consumption 1 item
- Yangtze Memory Technologies Co., Ltd. 1 item
- tech sanctions 1 item
- Politburo meeting 1 item
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