“Restocking.” Figuratively and literally.
Category: China
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.”
Whatever You Do, Don’t Say ‘Minsky Moment’: Zhou Xiaochuan Makes The One Mistake You Can’t Make
“If we’re too optimistic when things go smoothly, tensions build up, which could lead to a sharp correction, what we call a Minsky Moment.”
‘It’s Too Quiet’: Markets Calm After Xi Lays Out China’s Friendly World Domination Plans
“…as for this morning’ ‘it’s quiet, too quiet’ is the only quote that comes to mind.”
Deleveraging? Who Said That? China Credit Growth Booms Ahead Of Party Congress
Again, it’s the spinning plates.Â
One Trader Reminds You What ‘The Real Driver Of Markets’ Is
“In all my years trading, I can’t recall a non-summer or non-holiday period that has been as boring as the past couple of weeks. I mean, B-O-R-I-N-G.”
Risks Aplenty.
And now, back to your regularly scheduled programming…
Who’s Ready To Send Chinese Stocks Screaming Higher?!
That said, being aware is infinitely better than being oblivious.
One Chart Suggests S&P Just Did China Bulls A ‘Bigly’ Favor
The point: Beijing is already predisposed to intervening in markets to offset any turmoil a sovereign downgrade might catalyze and you can bet that predisposition is stronger than ever ahead of the Party Congress.
S&P Cuts China Just Ahead Of Party Congress
Well, the timing leaves something to be desired.Â
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