Shanghai Macro Strategist
Shanghai Macro Strategist’s recent posts focused on China’s weak investment and consumption outlook, arguing that fixed-investment growth at -7% is an exceptionally unsustainable trend 1 and that household deleveraging is driving prolonged consumer weakness 3. It also argued that tariff pressure failed to force Beijing toward rebalancing because the US lacked sufficient leverage 2, while warning that political constraints on foreign Treasury sales could undermine the dollar’s reserve status 4. Two further posts consisted only of brief reactions, without enough context to identify the underlying topic or argument 56.
From the window to Sep 1, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position in september 2026.
On the record
last 30 daysNo positions on the record in the last 30 days — retweets, links and asides don't count, only a view of their own.
Their output
4 in September 2026Stories it travels in
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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 3 items
- Jacob Coxon 1 item
- fixed asset investment 1 item
- AI 1 item
- Transportation 1 item
- service industries 1 item
- Wang Yi 1 item
- Xie Feng 谢锋 1 item
See what your own voices say about Shanghai Macro Strategist, every morning.
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