China Cut to A1 From Aa3 by Moody’s, Outlook to Stable
Category: China
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.”
Goldman Tried To Be Nice, But Now They’ll Have To Bring Jeff Currie Into This…
“The Chinese government has adopted tightening policies. The annualized 7-day repo rate shot up to 5.5% on March 21. Most recently, all four PMIs coming out of China last week disappointed, fueling worries about policy tightening negatively affecting real activity.”
Traders Be Like “WTF?!” As Trump Is Desperate Despot, Nuclear War Beckons
So the elephant in the room is clearly Donald Trump’s decision to fire FBI Director
“It’s All One Trade!”
This should drive the point home…
Why One Strategist Thinks “Dr. Copper Should Be Sued For Malpractice”
“In these days of rampant commodity speculation in China, however, can we really trust copper to give us an accurate read on the U.S. economic cycle?”…
This Is A Disaster Waiting To Happen
So last week, I put you on “contagion alert” amid the chaos in commodities. I’m not
It’s Too Quiet: Except For China. And South Korea. And Collapsing Metals.
It’s Tuesday, and they’re voting in South Korea. There’s an annoying power vacuum over there
“Traders Are Dumping Their Holdings – The Pressure Is Too Great”
So this is probably a good time to remind you that the rout in iron
DB Didn’t Want To Have To Do This, But “Every Day” It’s Something New In China
“This is far from over in our view. Every day we see headlines on new regulations trying to control leverage in different parts of the system.”
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