See China, like Art Vandelay, is an importer/exporter, “ok?â€
Category: China
China Caixin PMI Beats, In Good News For The Reflation Narrative
More tea leaves from the global engine of growth and trade…
China PMI Misses, Hot Weather Blamed
CHINA JULY MANUFACTURING PMI AT 51.4; EST. 51.5
5 Tail Risks That Could ‘Spoil The Party’ & Why One Bank ‘Stopped Worrying’
“We continue to stand by the message that a window of opportunity remains open”…
PBoC Sets Yuan Fix At Strongest Since October After Fed
The dovish bias apparent in the July Fed statement has the offshore yuan closing in on its strongest level of the year.
‘It Was A Black Monday’: Visualizing The Horrific Crash Of ‘China’s Nasdaq’
“The panic is sweeping across the markets, sparked by a plunge in the start-up board.â€
Risk-On Still Intact As Entire World Ignores China Stock Plunge: Full Visual Recap
All told, the mood remains “risk-on.”
‘Does a Canary Chirp If No One’s in the Mine?’
“For now, nothing can go wrong. And if you needed any proof that central bank policy is the ultimate driver of these markets, here you have it.”
Chinese Small Caps Plunge – The Writing Was On The Wall Last Week, Folks
And remember, “China”, “deleveraging” and “concerns” are not three words you want to hear in the same sentence first thing in the morning…
China GDP, Econ Beat Across The Board But Stocks Fall Hard At The Open
CHINA 2Q GDP GROWS 6.9% Y/Y; EST. 6.8%
CHINA 2Q GDP GROWS 1.7% Q/Q; EST. 1.7%
CHINA JUNE INDUSTRIAL OUTPUT RISES 7.6% Y/Y; EST. 6.5%
CHINA JUNE RETAIL SALES RISE 11.0% Y/Y; EST. 10.6%
‘He’s An Importer/Exporter, Ok?’: China, Art Vandelay, And A Juggling Act
China, like Art Vandelay, is an importer/exporter, “ok?”. And generally speaking, you want to keep
Meanwhile, In China: 1.78 Trillion (Yuan) In New Credit
Lost in the fog of Poloz’s moment in the sun and Yellen’s offsetting dovish lean
Did China Just Rescue Their ‘Nasdaq’ By Buying A Bunch Of Tech Stocks Trading At 40X?
“Arresting” the slide…
Look! More FX Shenanigans In China
If you’ve been following along over the past two months, you know China is engaged
China’s ‘Nasdaq’ Slides Most Since June 1
File this one away in the “worth noting” folder. Chinese equities were the only red in a sea of green on Monday morning and although the SHCOMP closed only marginally lower, ChiNext (China’s “Nasdaq”), dove nearly 2%.
Global Stocks Are Happy. Gold Is Sad. China! I Found Some Inflation In Norway.
Well, I’d say “it’s quiet out there,” but that’s cliché. So how about this: “ain’t
O, Canada! China?! Yellen Yellin’: Full Week Ahead Preview
Ok, well this should be an interesting week. We’ll get the BoC, which will make
‘No Matter How Hard They Try’: China Has A Problem
“If the authorities view this as reflecting latent capital outflow pressure or speculative activity, intervention could become a more regular occurrence.”Â
Meanwhile, In China: “Relentless, All-Round” FX Shenanigans
Epic tug-of-war emerges as PBoC battles traders…
And God Said “Let There Be Data: And There Was Data.”
It’s Friday and God said, “let there be data: and there was data.” Let’s start
Beware Another “Epic” Yuan Squeeze
“After engineering (another) epic squeeze in late May/early June, overnight points have dipped into negative territory, 1m points are near five-year lows, the 430pm CNY closing price is back to a discount to the fix.”
Infamous Chinese Umbrella Maker Plunges 94% Amid $6 Billion Hong Kong Small Cap Rout
“We are a top quality POE and Nylon umbrella manufacturer. Our umbrellas have already been well-accepted by clients around the world, especially those from Japan”…
“This Seems Like Intervention”: Sudden Yuan Surge, Afternoon Stock Rally Show China Hard At Work
“They may be eager to keep the onshore yuan quarter-close to near 6.8 per dollar. The quarter-end rate may be an important indicator for foreign central bank reserve managers to consider adding the yuan as assets.”
Big Trouble In Little China: Chinese Banking Asset Growth Plunges To Decade Low
Over the course of the year, there’s been gallons of digital ink spilled documenting China’s
BIS: “The End Will Resemble A Financial Boom Gone Wrong – With A Vengeance”
If those deep forces have not yet fully run their course, the end of the current expansion may be different. That end may come to resemble more closely a financial boom gone wrong, just as the latest recession showed, with a vengeance.”
“Do You Ever Have Déjà Vu, Mrs. Lancaster?”: Oil And The “Slippery Slope”
“I don’t think so, but I can check with the kitchen”…
“They Don’t Want To See A Low Close”: China Is Still Manipulating Their Stock Market
““There’s still belief that authorities are trying to maintain the stock market at a certain level and don’t want to see a very low close.”
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