Allan von Mehren (@avonmehren) 's Twitter Profile
Allan von Mehren

@avonmehren

Chief Analyst @DanskeBank. Tweet about #China and global markets. Catch me on mob +45 41950152, Mail: [email protected]

ID: 304029132

calendar_today23-05-2011 20:22:36

770 Tweet

1,1K Followers

627 Following

Allan von Mehren (@avonmehren) 's Twitter Profile Photo

Beijing outbreak worsens. Mass testing has started. Question is if Beijing is heading for lockdown too and we'll see a 'Shanghai scenario' play out in China's capital? #China #dkoeko #covid19

Beijing outbreak worsens. Mass testing has started. Question is if Beijing is heading for lockdown too and we'll see a 'Shanghai scenario' play out in China's capital?  #China #dkoeko #covid19
Allan von Mehren (@avonmehren) 's Twitter Profile Photo

Shanghai (and Jilin) outliers in terms of length/severity of covid outbreaks. App. 50 other outbreaks were under controll within 2-3 weeks and cases remained below 175 /day at peak. Will Shanghai remain outlier or will we see similar lockdowns again? #China #dkoeko #commodities

Shanghai (and Jilin) outliers in terms of length/severity of covid outbreaks. App. 50 other outbreaks were under controll within 2-3 weeks and cases remained below 175 /day at peak. Will Shanghai remain outlier or will we see similar lockdowns again? #China #dkoeko #commodities
Allan von Mehren (@avonmehren) 's Twitter Profile Photo

Update on latest global inflation trends and drivers: bit.ly/GloInflWatchJu… Easing pressure on goods #inflation. But labour markets much too tight and keeps upward pressure on wages and service inflation. Will the #Fed go 100bp? #dkoeko

Update on latest global inflation trends and drivers: bit.ly/GloInflWatchJu…
Easing pressure on goods #inflation. But labour markets much too tight and keeps upward pressure on wages and service inflation. Will the #Fed go 100bp? #dkoeko
Allan von Mehren (@avonmehren) 's Twitter Profile Photo

Property stress in #China close to levels in autumn when Evergrande was in the headlines. Government likely to step in soon, I think, as risk is rising it spreads to social instability. Not what you want three months ahead of CPC Congress. #propertycrisis #dkoeko

Property stress in #China close to levels in autumn when Evergrande was in the headlines. Government likely to step in soon, I think, as risk is rising it spreads to social instability. Not what you want three months ahead of CPC Congress. #propertycrisis #dkoeko
Allan von Mehren (@avonmehren) 's Twitter Profile Photo

I wrote a bit on the risk of war on Taiwan, see link here: bit.ly/Taiwanwarrisk . And conclusions below. #China #Taiwan #dkoeko

I wrote a bit on the risk of war on Taiwan, see link here: bit.ly/Taiwanwarrisk . And conclusions below. #China #Taiwan #dkoeko
Allan von Mehren (@avonmehren) 's Twitter Profile Photo

Part two of our research on the risk of a Taiwan war and implications. Here I look at implications bit.ly/Taiwanwarrisk2 . #China #dkoeko #coldwar

Part two of our research on the risk of a Taiwan war and implications. Here I look at implications bit.ly/Taiwanwarrisk2 . #China #dkoeko #coldwar
Allan von Mehren (@avonmehren) 's Twitter Profile Photo

Quite strong inversion of US money market curve now pricing a lot of cuts down the line... seems bit premature given risks from a reflationary China in 2024 #US #Fed #China #inflation

Quite strong inversion of US money market curve now pricing a lot of cuts down the line... seems bit premature given risks from a reflationary China in 2024 #US #Fed #China #inflation
Allan von Mehren (@avonmehren) 's Twitter Profile Photo

The Fed cannot be happy with easier financial conditions and the prospect of China turning more inflationary in 2023...Any Fed pause on rate hikes next year could prove short-lived - or be postponed - if the Fed is to win the inflation fight #Fed #US #equities

The Fed cannot be happy with easier financial conditions and the prospect of China turning more inflationary in 2023...Any Fed pause on rate hikes next year could prove short-lived - or be postponed -  if the Fed is to win the inflation fight  #Fed #US #equities
Allan von Mehren (@avonmehren) 's Twitter Profile Photo

Looks like China's rebound will be even more frontloaded. We have revised our GDP forecast this year to 5.5% from 4.6% and lifted expectation of near term rebound in China PMI's, see bit.ly/ChFrontLoaded #China #commodities #dkoeko

Looks like China's rebound will be even more frontloaded. We have revised our GDP forecast this year to 5.5% from 4.6% and lifted expectation of near term rebound in China PMI's, see bit.ly/ChFrontLoaded  #China #commodities #dkoeko
Allan von Mehren (@avonmehren) 's Twitter Profile Photo

Caixin PMI dissapointed slightly today after the rebound in NBS PMI manufacturing yesterday. But Caixin order-inventory ratio points to rise in Feb #China #Commodities #equities

Caixin PMI dissapointed slightly today after the rebound in NBS PMI manufacturing yesterday. But Caixin order-inventory ratio points to rise in Feb #China #Commodities #equities