More dribs and drabs.
Category: China
It’s ‘Wait-And-See Mode’ For Ebullient Markets As New Week Dawns
There’s plenty of optimism, but when it comes to trade, market participants are understandably jaded.
PBoC Says Environment Is ‘Complex’. Fortunately, China Can ‘Properly Handle’ The Situation
“Some businesses are faced with operating difficulties”.
China’s October Activity Data Misses Across The Board, While Japan’s Economy Decelerates Sharply
More uninspiring (and unwelcome) data to undermine the optimism.
US-China Trade Talks Hit Pothole Over Purportedly ‘Easy’ Farm Purchases
Everyone knew it was coming…
China’s Credit Growth Collapses
The engine of global growth and credit creation is stalling.
Trump Casts Further Doubt On Trade Deal, Cites ‘A Lot Of Incorrect Reporting’
“They’re moving along much too slowly for me”.
China Responds: Phase One Deal Without Tariff Rollbacks Is Nonstarter
“What’s certain is that”…
Trump Figures Stocks Are High Enough Now That He Can Throw Cold Water On Trade Deal
Draw your own conclusions.
China’s Yuan Rides Hot Streak Amid Trade Optimism. Exports Stabilize, But Imports, Car Sales Slide
There’s good news and bad news.
Someone Who Is Almost Surely Peter Navarro ‘Fiercely’ Opposes Lifting Tariffs On China
You can always count on Peter…
Tariff Rollbacks Imminent, China Says. US Confirms
It would be the first time the Trump administration has removed duties since the beginning of the trade war.
Marco Rubio’s China Pension Ban Will Save You From Accidentally Becoming A Communist Financier
“Today makes clear that a bipartisan, bicameral coalition in Congress will not sit on the sidelines”.
China Gunning For Meaningful Tariff Relief In Exchange For Deal, Yuan Surges Past 7
A “necessary condition”.
China Cuts MLF Rate In Nod To Sagging Economy
With officials still reluctant to countenance broad-based, “kitchen sink†stimulus, some worry stagflation is imminent.
Market In ‘Sweet Spot’ As Trump Said To Consider Removing Some Tariffs Just As Stocks Hit Highs
It’s all going right, just two months on from a growth scare that sent yields to doomsday lows.
Goldman Declares ‘Tariffs Have Peaked’ As Trade Optimism Runs Wild
“Managing differences on the basis of equality and mutual respect”.
WTO Says China Fully Justified In Giving U.S. A $3.6 Billion Slap In The Face
“We always get f***ed by them”.
All Kinds Of Progress Being Made Towards Meaningless ‘Phase One’ Non-Deal, US, China Jointly Declare
The two sides “are in the process of resolving outstanding issues”.
China’s October PMI Data Disappoints, Underscoring Intractability Of Global Growth Slump
No “green shoots” for you.
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