On Wednesday, markets received a slew of economic data to support the notion that the era of “synchronous global growth” is over.
Category: China
Trump Said Ready To Slap Tariffs On All Chinese Imports If Talks With Xi Fail (Which They Will)
The worry is stagflation.Â
Chinese Stocks Have A New Biggest Worry: Plunging Liquor
Go home, Kweichow Moutai, you’re drunk.
7 Cannot Fall: With Yuan Near Weakest In A Decade, Beijing Prepares To Sell Reserves
“…it would have a psychological impact on people.”
Albert Edwards Needs To Know Why You’re Not Expecting A Hard Landing In China
“Chinese policy seems to swing from feast to famine.”
A Quick Look At China’s 5 Trillion Yuan Pledged-Stock Margin Call Trap
Don’t make Xi have to arrest you, ok?
World’s Most Volatile Stock Market Braces For More Turbulence
We’re going to need more rhetoric.
Asian Stocks In Tuesday Bloodbath As Risk-Off Returns With A Vengeance
Suffice to say China’s ongoing efforts to jawbone markets higher fell on deaf ears Tuesday.Â
China Engineers Mammoth Monday Stock Rally
Let’s hope this lasts, because if 2015 is any guide…
Chinese Stocks On The Brink: Margin Calls, Yuan At 21-Month Nadir Spark Panic
Where is the “National Team”?
Treasury Declines To Name China The Currency Manipulator That Trump Swears They Are
Don’t worry, China is still on @realDonaldTrump’s “manipulator” list.
As China’s Treasury Holdings Fall For Third Month, U.S. Foreign Policy Seen Accelerating De-Dollarization
Remember, foreign investors are “free to do what they want to do.”
SocGen’s Swans Are Back And They Have Grown Since June…
It’s that time again.
Chinese Stocks Could Fall 10% In ‘Bear’ Case, 30% In ‘Crisis’ Scenario
What’s priced in and how bad could it conceivably get?
Is It Over? Full Week Ahead Preview
Around the world in 1,300 words.
‘We’re (Still) Not Winning!’ China Logs Another Record Surplus With The US Ahead Of Tariff Bite
It may not be sustainable, but it sure is funny.
Chinese Stocks Plunge In Worst Rout Since 2016
Things didn’t go well in China on Thursday.
Will Trump Label China A Currency Manipulator Next Week? Let’s Discuss…
“…the U.S. should be allowed to recapture what was lost.”
Enter The Dragon: Full Week Ahead Preview
Here comes China.
China Delivers RRR Cut, Unleashing 1.2 Trillion Yuan In Liquidity
The policy divergence between the Fed and the PBoC just got wider.Â
Asian Tech Stocks Smoked Amid Fresh Escalations In Simmering Trump-China Feud
All of this is going to inflame trade tensions.
In Brazen Move, Europe, Russia, China Establish SPV To Circumvent Trump’s Iran Sanctions
“The question is whether this will work.”
Peter Navarro Promises More China Tariffs, Says ‘Small Things’ Impeding Canada Talks
Unfortunately, Peter Navarro was on national television this morning…

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