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Topic
China
All Hawk Thorne coverage tagged “China” newest first.
6 articles
15 July
Macro & Policy
Soft PPI and a China growth miss outvote a US strike on Iran
Hawk Thorne Research
13 July
Equities
TSMC's record quarter tests whether AI demand is broadening, not narrowing
Hawk Thorne Research
5 July
Equities
AI capex names are trying to reassert themselves over the consumer-caution trade, but the Nasdaq isn't buying it yet
Hawk Thorne Research
3 July
Macro & Policy
The regime downgrade the desk was waiting for just landed, and it argues for less conviction, not more
Hawk Thorne Research
2 July
Equities
The consumer-weakness thesis from 1 July just got a second earnings season's worth of confirmation, and Wall Street still isn't pricing it
Hawk Thorne Research
1 July
Equities
Consumer demand is cooling faster than corporate cost cuts can offset it
Hawk Thorne Research
China | Hawk Thorne Insights
