KC Law (Economist) - Sinic Analytica

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Oil prices and recessions across the decades — the link may be fading

Oil prices and recessions across the decades — the link may be fading

, and KC Law (Economist)

April 1, 2026

What industrial revolutions actually change — and what they don't

What industrial revolutions actually change — and what they don't

, and KC Law (Economist)

March 25, 2026

Oil's role in the economic cycle has changed — growth and recession now have other drivers

Oil's role in the economic cycle has changed — growth and recession now have other drivers

, and KC Law (Economist)

March 18, 2026

Oil price surge meets recession fears — but this time the old playbook may not apply

Oil price surge meets recession fears — but this time the old playbook may not apply

, and KC Law (Economist)

March 11, 2026

Every surge in Hong Kong government infrastructure spending has coincided with economic and employment downturns

Every surge in Hong Kong government infrastructure spending has coincided with economic and employment downturns

, and KC Law (Economist)

March 4, 2026

Abe and Takaichi have been mythologised — but Japan's structural problems remain

Abe and Takaichi have been mythologised — but Japan's structural problems remain

, and KC Law (Economist)

February 25, 2026

Tech investment outpaces economic fundamentals -reversion inevitable when divergence widens

Tech investment outpaces economic fundamentals -reversion inevitable when divergence widens

, and KC Law (Economist)

February 11, 2026

Misery Index volatility rising — frequent stagflation episodes trace back to the Fed

Misery Index volatility rising — frequent stagflation episodes trace back to the Fed

, and KC Law (Economist)

February 4, 2026

America's Economy and Currency—An Enduring Entanglement

America's Economy and Currency—An Enduring Entanglement

, and KC Law (Economist)

January 28, 2026

De-sinicisation and falling oil prices leave China's allies facing regime change

De-sinicisation and falling oil prices leave China's allies facing regime change

, and KC Law (Economist)

January 21, 2026

Gold Tells a Sensational Story --- Dollar Collapse Remains Pure Scaremongering

Gold Tells a Sensational Story --- Dollar Collapse Remains Pure Scaremongering

, and KC Law (Economist)

January 14, 2026

Monetary policy faces no cyclical dilemma — supply problems need supply-side solutions

Monetary policy faces no cyclical dilemma — supply problems need supply-side solutions

, and KC Law (Economist)

January 7, 2026

Job growth slows towards 1% — recession risks are rising sharply

Job growth slows towards 1% — recession risks are rising sharply

, and KC Law (Economist)

December 31, 2025

Inflation has short- and long-term drivers — but expectations are the greatest risk

Inflation has short- and long-term drivers — but expectations are the greatest risk

, and KC Law (Economist)

December 24, 2025

Breaking down inflation pressures: a rise, a dip, and then another climb

Breaking down inflation pressures: a rise, a dip, and then another climb

, and KC Law (Economist)

December 17, 2025

Industrial revolutions and fears of job losses: history suggests unemployment is more stable than it seems

Industrial revolutions and fears of job losses: history suggests unemployment is more stable than it seems

, and KC Law (Economist)

December 10, 2025