To say the week ahead features a full docket would be to grossly understate the case.
Category: China
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.
Wars Of Attrition.
“…over time the cumulative cost can become very high.”
Narrative Check: Brexit, Trump, China Stimulus And An Update On Charlie’s CTA Model
Ok, it’s time for “narrative” check – as it were.
Surprise: China Tips More Stimulus As Economy Falters
We’ll see what the half-life on this is.
Nomura’s McElligott Weighs In On China, Stocks And Reflation Skepticism
Predictably, markets start the new week torn.
World Reacts To China’s December Trade Fumble
This will likely get worse before it gets better.
China’s December Trade Data Is, Well, Not Great…
“Juuust a bit outside.”ÂÂ
US Releases Official Nothingburger Statement On China Trade Talks
If Trump wants to rescue markets, he’s going to have to do better than this.
‘V’ Is For ‘V-Shaped’
Waiting on “a message”.
China’s Latest Attempt To Rescue Sentiment Falls Flat
We’re gonna need more than that.
Apple’s Guidance Cut Is Proof That Trump’s Trade War Is Coming Home
“…we see it as part of a much part of a much broader picture.”
China Delivers RRR Cut Amid Rapidly Deteriorating Sentiment
Welcome news, but no game changer.
Hong Kong Shares In Wednesday Bloodbath Marks Stark Contrast To Euphoric 2018 Start
I’m old enough to remember January 2018, when…
Nikkei Suffers Grievous Loss In Dramatic Rout While Plunge Protection Team Rides To Rescue In China
All (not) quiet on the Eastern front.
China Tips More Stimulus, But Does Anyone Care?
Too little, too late?
‘Linked By A Common Thread’: Why One Analyst Isn’t Buying The EM Bull Story For 2019
“The plunge in EM asset values and localized crises (Turkey, Argentina) are not unconnected.”
Friday’s Trade Narrative Is Brought To You By Delicious American Corn And U.S.-Built BMW SUVs
Crank up the South Carolina BMW plants.
Kovrig, Meng, Spavor, Rodman And The Twilight Zone We Now Call Reality
The Austin Powers franchise is calling – it wants its sequel back.
That Time Albert Edwards Almost Died In A Road Rage Incident And How It Relates To The Trade War…
“I have had a few motorcycle accidents”…
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