Is it about to get worse?
Category: China
Forget The Fed: These Are Wednesday’s Most Important Numbers
First thing Wednesday morning, before the abysmal data deluge hit in the US and before
The Big Question: Will China Hike Tonight Following The Fed?
“This time may be different”…
Before The Fed: China?! “An Illegal Siege” On Qatar! Crude Carnage. Oh, My.
Yeah, so this afternoon the Fed will almost surely hike and folks will be looking
SocGen Warns: “If It Walks And Talks Like A Bubble, It Probably Is”
“The bursting of a debt bubble in China would have far-reaching negative implications for emerging markets either via the risk sentiment channel or through commodity prices, global growth, and the global supply chain.”
China? China! Kuroda Contemplates His Exit, And Other Overnight Shenanigans
It’s “Super Thursday” and although the real fireworks (if there are any) aren’t set to
Guest Post: Buried Under The Headlines
“I am not sure if you should get long US Treasuries because the Chinese have indicated that they might buy some more. But I do know that you shouldn’t short world growth because China is about to implode.”
Guest Post: China Holds The Key To The Financial Future
“Everything’s ok and all the doom and gloom has dissipated, hasn’t it?”
Nikkei Tops 20,000 On Batshit Crazy BoJ Balance Sheet; Global Stocks Rise Ahead Of Jobs
Well, the Nikkei crossed 20,000 for the first time since 2015 overnight. And really, why
Visualizing The Invisible Behemoth
China’s latest efforts to push the yuan higher and stave off any (additional) capital flight
Inside China’s FX Dice Roll
Admittedly, trying to decipher what the fuck is going on in China is a Herculean
China’s “No Bears Allowed” FX Policy Still In Spotlight Overnight
Ok, so the overnight fireworks were largely confined to early Asian trading. As noted last
Yuan Erases Drop, Rises (Again) As China Sets Fix Strongest Since November 10
It certainly looks as though we may get a replay of last night’s session which
4 Black Swans And Why “Trumpflation” Is No Match For The End Of “Xiflation”
Well, SocGen is out with their Global Economic Outlook which, as you may or may
Chart Check: A Disconnect Worth Watching
Something to ponder…
China Just Murdered The Yuan Bears
The PBoC has spoken and markets, at least for the time being, have listened. Coming
Chart Of The Day: Don’t Fight The PBoC. K. Thx. Bye.
As you’re aware, some folks are talking about the yuan again. And that’s because last
Guest Post: Is China Behind The Huge Spec Long Position In Crude?
“I don’t know about you, but if I were a Central Bank with too many U.S. dollars, I certainly would be selling the fiat currency and buying some real assets. And if you think about it, nothing is a better real asset than crude oil.”
“Between A Rock And A Hard Place” – China’s Latest Yuan Gambit
“Stuck between a rock and a hard place, China is likely to strengthen the yuan in order to lure foreign capital as the liquidity lifeline.”
Tangled Christmas Lights: Why You Should Fear China’s Shadow Banking System
Have you ever tried to untangle a string of Christmas tree lights that you hastily stuffed into a box when you took the tree down the previous year?
What Tightening? China’s “Magic Money Turbocharger” Just Hit A Record
“Yet the fact that the PBOC is getting more bang for its yuan doesn’t say anything about the productivity of the uses to which the money is put”…
Your “Unreal, Irrational, Herd Actions” Were Pissing China Off – But They “Fixed” It
Well, this was pretty easy to see coming. When Moody’s downgraded China for the first time
Guest Post: China Downgrade – Buy The News?
“I know it’s not what the cool kids are doing, but count me in the camp that believes this is not the start of the China unraveling, and if anything, the decline offers a decent buying opportunity.”
Don’t Forget That Iron Ore Crashed Last Night…
So last night Moody’s downgraded China for the first time since 1989. China was pissed.
Chinese Stocks Stage Hilarious Comeback After “Absolutely Groundless” Moody’s Downgrade
It’s all fun and games until someone gets downgraded. So last night, Moody’s handed China
Goldman: Here’s Which Credits Are At Risk From Moody’s China Downgrade
So obviously China isn’t loving the Moody’s downgrade, which the Ministry Of Finance hilariously called
Dangerous Dynamics
“China and its growing herd of commodity traders and financial exchanges are clearly having greater influence on world commodity pricing.”
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