“I don’t know if they are trying to show Trump who is boss ahead of trade talks, or if there is some other game theory tactic at work. Either way, be careful assuming this is some market shift China announced ahead of time out of the goodness of their hearts.”
Category: China
Will China’s Move To Cease Buying U.S. Debt Trigger An S&P Correction?
It’s certainly possible.
News China Set To ‘Slow Or Halt’ Buying Of U.S. Treasuries Ripples Through Markets
Well, if you needed another reason to believe that the Treasury selloff which gathered pace on Tuesday was set to continue, you got one this morning.
Kitchen Sink.
Everything but…
Everything You Need To Know About China’s Move To Stop ‘Fixing’ The Yuan Fix
Remember back in late May and early June when the PBoC engineered a pretty epic short squeeze in the yuan?Â
‘Tremendous Benefits’: Full Week Ahead Preview
Ok, who’s ready to grab the new week by the…
David Stockman: If Michael Wolff Wants To See Some Real Idiots, He Should Look At The People Buying The S&P at 2743
“Yet there is something about Michael Wolff’s tirade that deeply resonates, albeit on the other end of the Acela Corridor. We are referring, of course, to the ‘idiots’ who are buying the S&P 500 at 2735 and earnestly debating the pros and cons of bitcoin at $16,000.”
One Bank Reveals 7 Key Calls For The New Year
But for those interested in trying to “DO SOMETHING” (as opposed to just kicking back and being “actively” passive)…
China: Bitcoin Is A ‘Tricked Up’, ‘Bubble Of The Imagination’ And A ‘Tulip Replica’
Is it a replica of a tulip bubble?
‘The Prospects Are Rosy’: Chinese Stocks Surge
“Restocking.” Figuratively and literally.
Of Rocket Men, Chinese Hegemony, And Populism Run Amok: 3 Visual Guides
You wouldn’t know it from looking at any market-based measures of volatility, but 2017 was a hugely consequential year. I assume that goes without saying.Â
Risky Business.
But the survey wasn’t all rainbows and sunshine.
You Really Should Be Happy To Learn That Chinese Stocks Rallied To Start The Week
Ok, we’re going to talk about China again because as we noted on Friday, you really should be watching the situation over there closely.
One Trade, Two Housing Bubbles, And The Greatest Speculative Mania In History
“The prevailing wisdom is that there are two great housing bubbles out there today”…
Don’t Ignore The Overnight Rally In Hong Kong
Whether or not this bounce is sustainable and more broadly, whether Friday marks a turning point for sentiment which was rapidly deteriorating will help determine whether global risk assets are able to rally into year-end.
Albert Edwards Asks: ‘Could This Be What Blindsides Investors?’
Investors don’t care.
Tech Selloff Hits Hong Kong As Tencent Tumbles Out Of Half-Trillion Club
“Today’s turmoil in the region’s tech stocks was sparked by the sell-off in their peers on Wall Street last night.”
Here Are The 2 Most Important Variables For Forecasting The Global Economy
“Felix, you had me at hello”…
Monday, Bloody Monday: The Chinese Stock Selloff Is Back
Well, if you take your cues from China, it was an inauspicious start to the week.
‘The Enigma Of 8’: Here’s What Goldman Sees For China’s Markets In 2018
“Luck, prosperity, and wealth.”
Bloodbath In China: Overnight Stock Collapse Blamed On Bond Fears, Liquor
“…this is very bad news for the stock market.”
Chinese Shares Soar As Tencent Passes Facebook
If U.S. shares needed an excuse to rally, they’ve got it.
Bloodbath: Global Stocks Dive In Tandem
Buckle up.
There’s A Bond Selloff Afoot In China, Dammit.
“We are bearish.”
Who’s Afraid Of The ‘Dandong’? ‘The Real Market Is Coming Out’ In China
Some folks are defaulting.
‘Sentiment Is Only Getting Worse’: Bond Selloff, Liquidity Concerns Hit China As Stocks Dive
“No one should bottom fish before a clear floor appears.”
A Dark Side Stab On China’s Minsky Moment
“China is the tail that wags the dog. Full stop. Figure out China, and all the other financial market forecasts become that much easier.”
You must be logged in to post a comment.