CRU: 'Liberation Day' brings sweeping US tariffs
For trading partners, the tariffs will reduce demand for exports and depress growth. Over the coming days, trade partners will almost certainly announce retaliation, which will hit US exports.
Contributor: Henry Hao
Henry Hao
Read more from Henry Hao 
CRU: Unpacking China’s recent policy agenda
CRU Principal Analyst Henry Hao discusses China's recently reconfigured policy agenda, which could have significant implications for the global commodity markets.
CRU: China’s Recovery Improves Mildly, But Property Woes Continue
By CRU Senior China Economist Henry Hao, from CRU’s Global Economic Outlook and China Macro Monthly China’s economy showed resilience in August, with growth in industrial production, investment, and retail sales shoring up the recovery from the effects of Covid lockdowns and heatwaves. The worsening property slump, however, continues to drag on the economy and threaten the […]
CRU: China’s Stimulus Package, Will it Work?
By CRU Senior China Economist Henry Hao, from CRU’s Global Economic Outlook and China Macro Monthly In May, overall economic activity in China has improved marginally as the relaxation of Covid-19 restrictions led to the resumption of production in late May. Export and infrastructure investment have regained momentum. However, prospects for construction remain weak. While the contraction […]