“It seems to us the war is indeed spreading beyond tariffs”.
Category: China
‘Literally Bad’ Data Is Good News For Chinese Stocks – At Least For One Day
“[The numbers] are literally bad”.
Key Chinese Activity Data Shows Economy Decelerated In Weeks Ahead Of Trump’s Trade Escalation
The problem isn’t so much the numbers as it is the timing.
‘Game Over, We Win!’ No Pressure Or Anything, But Trump Wouldn’t Mind If Fed Did A Little Competitive Easing
“If the Federal Reserve ever did a ‘match'”.
Trump’s Endless Trade War Draws Ire Of Chinese Propaganda Machine, US Farmers Alike
“We can make a deal with China tomorrow. No way!”
‘Live Asses’ And ‘False Beards’: Trump’s Trade War Turns Surreal Amid Horrendous Stock Slide
When Trump says “all-in”, he means “all-in.”
Only The Dead Have Seen The End Of (Trade) War
“…will only get worse.”
Here Are The Macro And Market Implications Of Three Main Trade War Scenarios
“Risk of global recession”.
As Trump Threatens China Again, Here’s What Happens To Inflation In A Worst-Case Tariff Scenario
“…the deal will become far worse for them.”
What’s Next In The US-China Trade Standoff?
“It’s very simple!”
Desperate Times…
… call for desperate measures.
Broken Deals And Shattered Rally Dreams
There’s an “art” to this.
This Looks Like Another Record Year For Bond Defaults In China…
No time for complacency.
Trading Trade And A ‘Spiral Away From Equilibrium’
“What if markets do not understand how policymakers will respond?”
More Questions Than Answers In Latest Chinese Trade Data
If you’re looking for clarity on China’s economy from the April trade data, you can look elsewhere.Â
‘The Real Surprise Is That It Took Trump Until Sunday To Blow Up’: Trade Outlook Sours Further As Details Of Rift Emerge
Slowly but surely, a more complete picture is emerging of what went wrong between the US and China.
Watching, Waiting
Minutes to midnight (Friday).
The Best-Laid Plans: Wall Street Weighs What Could Go Wrong With Trump’s China Gamble
“While that may well be the plan”…
China’s Monday Meltdown In Pictures
“Rough day” doesn’t quite capture it.
China Considers Canceling Trade Talks, Yuan Dives, PBoC Announces Targeted RRR Cut
On the “bright” side…
‘No!’ Trump Ruins Your Weekend, Says He’ll Restart Trade War With China On Friday
“The 10% will go up to 25% on Friday.”
Closely Watched PMI Data Out Of China Misses, Suggesting Recovery Still Fragile
Not out of the woods quite yet, apparently.
As Mainland Mania Fades Further, ‘Plan B’ Is ‘Plan H’
A “catch up phase” in Hong Kong and a cloudy outlook for Mainland shares after Q1 surge.
China May Have Saved Itself, But What About The Rest Of Us?
…you’re left to question both the will and the ability of Beijing to prolong the global cycle.
China To ‘Pause’ RRR Cuts In Possible Blow To World-Beating Stock Rally
“In the short term, it’s not necessary.”
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