China economy

China’s December Trade Data Breezes Past Expectations

This is ostensibly helpful for the reflation narrative.

This is ostensibly helpful for the reflation narrative.
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1 comment on “China’s December Trade Data Breezes Past Expectations

  1. In looking at this in abstract detail and I know H….has stressed this repeatedly over the last two years .it is about “controlling the narrative ”
    On the way up the negative news was downplayed and a lot of bullish news was pulled off the shelf to replace it .. The market machines nor humans can accurately put relative weights on statistics and their relevance a a spot in time…Really what seems to happen is that the systems buys time as the comparisons get easier and things cycle back and forth assuming a disaster of mega proportions has been avoided.
    After 20-20 hindsight kicks in the realization becomes ….’well the sky did not fall after all ‘ and so we end up in an era of new norms…Sooner or later new monetary theory or a version of something like comes along or the Sky does fall after all. Oversimplification here ??? Time will tell but keep in time self interest of all parties rules always. !!

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