KC Law (Economist) - Sinic Analytica

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Services and durables drive consumption — but has the recovery arrived?

Services and durables drive consumption — but has the recovery arrived?

, and KC Law (Economist)

May 13, 2026

Corporate profits and employment signal recession --- who sees it clearly, who does not

Corporate profits and employment signal recession --- who sees it clearly, who does not

, and KC Law (Economist)

May 6, 2026

Productivity and unemployment move together — the man-versus-machine zero-sum is doubtful

Productivity and unemployment move together — the man-versus-machine zero-sum is doubtful

, and KC Law (Economist)

April 29, 2026

Cross-border spending: a convenient explanation the data cannot support

Cross-border spending: a convenient explanation the data cannot support

, and KC Law (Economist)

April 22, 2026

Core inflation follows expectations — oil prices alone cannot push it higher

Core inflation follows expectations — oil prices alone cannot push it higher

, and KC Law (Economist)

April 15, 2026

Peak in election years, trough at midterms — but the noise drowns out the cycle

Peak in election years, trough at midterms — but the noise drowns out the cycle

, and KC Law (Economist)

April 8, 2026

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