CF40 Research
CF40 Research, Robert WuInsights on China’s policies and markets from the leading think tank and top economists in China
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 80 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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cf40research.substack.comLatest Issues
Diverging Cycles, Distinct Constraints: The United States, Europe and China Macroeconomic Developments and Structural Reforms
Alfred SCHIPKE
Lee Kuan Yew School of Public Policy, National University of Singapore
Jason FURMAN
Practice of Economic Policy, Harvard Kennedy School
Moritz SCHULARICK
Kiel Institute for the World Economy
HUANG Yiping
National Schoo...
Takeaways from the Official Readout of the July 2026 Politburo Meeting
CF40 Institute
On July 30, the Political Bureau of the CPC Central Committee convened a meeting, decided to hold the Fifth Plenary Session of the 20th CPC Central Committee in October, and analyzed the current economic situation and econom...
Markets Question Warsh’s Inflation Resolve; Balance Sheet May Be Key
CF40 Institute
On July 29, 2026, the Federal Reserve left the federal funds rate unchanged at 3.50%–3.75%, in line with market expectations. At Warsh’s second FOMC meeting as chair, the decision passed by a 9–3 vote. He did not explain the...
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| Subscribers | Engagement | 68 | Monthly Web Visits | ||
|---|---|---|---|---|---|
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Authors
The writers behind this newsletter.
CEO of BigOne Lab, \ud83c\udde8\ud83c\uddf3's leading alt data company. Write 1) Baiguan, data-driven insights about \ud83c\udde8\ud83c\uddf3 biz 2) China Translated, a practical review of events with long-term impact, 3) Robert Wu’s Portfolio, my personal portfolio
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