Kidnapping, rights violations, bills of attainder, etc.
Category: China
Deal Or No Deal?
Win, lose or draw?
Give Us Back Our Meng!
…if this isn’t resolved, it has the potential to create a permanent rift between Washington and Beijing at a critical juncture for the world.
Meanwhile, Over At The A Share Casino…
The bull market marches on following MSCI decision.
Trump Officials Prepping ‘Final Trade Deal’ Amid WTO Win, Huawei Drama, Xi Summit Plans
Are we there yet? Maybe!
Suddenly, China Has The Best Performing Stock Market On The Planet – What’s Next?
Spoiler alert: who knows!
Sideshow Bob (Lighthizer).
“…and again I say ‘if’.”
In China: Euphoria
Overt silliness.
Trump ‘Pleased’ To Announce His ‘Greatest’ Trade Charade Will Go On For At Least Another Three Weeks
Donald Trump is happy to inform you that he has decided not to deliver an open-handed slap to the face of Xi Jinping
China, Credit Growth And Diminishing Returns
There are a couple of problems here. And then there are problems within those problems.
Here’s The Blooper Reel From Trump’s Predictably Absurd China Trade Press Event
“…the question is an interesting one.”
As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again
If you’re looking to point fingers at anyone for currency “manipulation”…
Different Day, Same Set Of Hopelessly Entangled Narratives
Who can untangle this massive strand of Christmas lights?
As US Demands Yuan Stability In Trade Talks, Let’s Go Insane Again
Back to the insanity loop.
What To Expect In FX Land If China Starts Loading Up On US Goods
This is somewhat self-evident, but worth mentioning nonetheless.
A 4.64 Trillion Yuan Tidal Wave Of Credit Growth – Let’s Discuss
Is the transmission channel “unclogged”?
US, China Will Hold Do-Over Trade Talks In Washington As Einsteinian Insanity Takes Hold
“I hope you keep up the good work.”
China Reports Ostensibly Decent Trade Data For January – Now Commence The Derision
This should serve its purpose while the trade talks continue.
Hope Springs Eternal As Shutdown Risk Fades, Xi To Meet Lighthizer, Mnuchin
“Please Mr. President”…
‘Chocolate Cake Diplomacy’ To The Rescue?
“Progress” is in the eye of the beholder.
Bondholders Aren’t Getting Paid Again In China
Make Chinese borrowers default again.
The Sum Of All Fears: What Happens If All The Tail Risks Are Realized?
“… a realized turn for the worse.”
‘Unavoidable Option’: Only Analyst To Nail PBoC In 2014 Says China Rate Cut ‘Imminent’
“…we think cutting the risk-free rate is becoming more necessary and imminent.”
One Bank Reminds You That ‘The World Is Still Flat’
Trade still makes the world go round, sorry Mr. President.
As China Makes More Promises On Trade, Data Suggests Slowdown Isn’t Over Yet
So much for the glass half-full take.
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