“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.”
Category: China
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.”
Moody’s Downgrades China; Aussie, Yuan Slip
China Cut to A1 From Aa3 by Moody’s, Outlook to Stable
Chart Check: “Nothing To See Here”
Please disperse.
“The Shadowiest Corner Of Shadow Banking” – A Sunday Trip To Chinatown
China’s labyrinthine shadow banking complex has been a source of concern for years. It’s always
Chart Of The Day: “This Never Ends Well”…
A subtle reminder…
These 4 Charts Show China Squeezing Its Shadow Banks
There’s still a lot of confusion out there surrounding exactly what’s going on in China.
China Rolling Over + Ballistic Missile Test By Hermit Regime = “Monday Risk-Friendly Tone”
“The weekend news – softer industrial production, Capex and retail sales in China, higher oil prices as Saudi Arabia and Russia agree that output cuts should be extended through Q1 2018, a North Korean ballistic missile test – sees us start in mild risk-friendly tone.”
Oil And China. Because What Else, Right?
It’s Monday. Hell yeah! Let’s start in China, because… well… because where else, right? We
A “Mind-Boggling,” 60 Trillion Problem
“Therefore, there exists a significant amount and a complex web of cross-holdings between banks and NBFIs as well as among NBFIs. Consequently, it is nearly impossible to have a clear idea who is responsible for what when things go wrong.”
Chart Of The Day: China Versus The World
Ok, fuck it: one more time with the China story on Sunday.
China Explains Market “Chaos”: You’re Not “Grasping The Rhythm Of The Concept”
“If the financial market compared to the lake system, the lake in the water level is reduced, the flow of the channel to the small river is also narrowing, we have some of the future liquidity concerns.”
A Quick Look Inside China’s Tightrope Walk
If you struggle mightily when it comes to understanding exactly what the fuck is going on in China’s financial system, you’ll be forgiven because after all, it looks like this…
Goldman Has A Simple Message For You About Retail And Metals
If there’s two places you haven’t wanted to be of late it’s retail and metals.
“This Does Not Bode Well”: One Bank Warns “The Chinese Monetary Put Is In Reverse”
“This does not bode well for commodities, and is particularly true for the China-sensitive commodities of copper and iron ore.”
“Insidious” Conditions, “Destroyers Of Animal Spirits” & Why It’s All “Nonsense”
“In a world where it’s been all right to resist, it’s the antithesis of impetus for change and a destroyer of animal spirits.”
How Long Before This Spills Over?
Specifically, it makes you think this: how long until the rest of the word wakes up to the Chinese reality, because the last two times there was “big trouble in little China,” the contagion spread quickly (and viciously).
Pay Attention! We Got China Credit Data Overnight
Ok, so it’s Friday. And before you get too excited about that, remember that all
Chart Of The Day: The Most Important Leading Indicator Of Them All?
Don’t forget: “everything is made in China these days.”
Here’s Another Example Of Stocks Not Caring About The Big Picture
“Chinese rates (including interbank rates) have been climbing through much of Q4 last year and early 2017, but these fears have grown more acute as commodity prices have moved sharply lower and China’s PMI has declined.”
You must be logged in to post a comment.