Donald Trump is happy to inform you that he has decided not to deliver an open-handed slap to the face of Xi Jinping
Category: China
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.
Everything But The Kitchen Sink: Full Week Ahead Preview
To say the week ahead features a full docket would be to grossly understate the case.
What’s The Best Way To Short China?
“Which brings me to my preferred way of expressing this trade.”
The Thrill May Be Gone.
The good mood has seemingly worn off.
‘Stabilization’? Analysts Weigh In As China’s Economy Slows To Crisis-Era Pace
It would be odd to characterize an uninspiring set of numbers as “Goldilocks”, but…
China Is About To Report The Slowest Growth In 28 Years – Who’s Excited?
This will be a true test of whether bad news really is “good” news.
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