October 17, 2026
October 17, 2026 YCC CAPITAL | Emerging Markets & China Strategy Executive Perspective: A Record Month, but Not a Clean Bill of Health China’s export machine has shifted into a higher gear. September merchandise exports surged...
Stay updated with YCC Capital’s latest research on global markets, geopolitics, asset allocation, commodities, currencies, and investment strategy.
October 17, 2026 YCC CAPITAL | Emerging Markets & China Strategy Executive Perspective: A Record Month, but Not a Clean Bill of Health China’s export machine has shifted into a higher gear. September merchandise exports surged...
YCC CAPITAL U.S. Themes & Strategy October 16, 2026 YCC Capital Macro Research The YCC Perspective: Inflation Is Spreading, Not Retreating The September U.S. inflation figures deliver an uncomfortable message to investors: America’s economy remains resilient,...
YCC CAPITAL | EMERGING MARKETS & CHINA STRATEGY October 13, 2026 | YCC Capital Macro Research China and Europe are no longer simply trading partners. They are increasingly industrial competitors, fighting over the same customers, technologies,...
October 10, 2026 YCC CAPITAL | U.S. THEMES & STRATEGY Executive Perspective: The Election That Could Change the Rules The November 3 U.S. midterm elections are shaping up to be more than a referendum on President...
YCC CAPITAL Emerging Markets & China Strategy October 8, 2026 MACRO RESEARCH | CHINA CONSUMPTION & STRUCTURAL REFORM Executive Perspective: Crowded Destinations, Cautious Wallets China’s tourism economy presents a striking paradox: more people are traveling, yet...
YCC CAPITAL Global Asset Allocation October 8, 2026 Global markets have just delivered an unusually revealing combination: long-term interest rates rose sharply, yet U.S. equities recovered strongly. Oil and precious metals fell, the dollar strengthened, European...
YCC CAPITAL Global Fixed Income & Currency Strategy October 6, 2026 September’s U.S. employment report delivered something markets have been waiting for: clearer evidence that labor demand is cooling while labor supply is recovering. Payroll growth...
YCC CAPITAL Emerging Markets & China Strategy October 2, 2026 China’s August data present a familiar but increasingly uncomfortable picture: industrial production retains pockets of strength, especially in advanced manufacturing, while property, household credit demand, employment...
YCC CAPITAL Global Fixed Income & Currency Strategy October 1, 2026 YCC Perspective The most important market signal today is not simply that Treasury yields are rising. It is why they are rising. Resilient U.S. activity,...
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