“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.”
Category: China
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.”
“Nazi-Be-Gone” Rally Fizzles As Female Hitler Loss Seen Largely Priced In
Ok, so it’s Monday and France didn’t elect a fascist. So we’ve got that going for
“Big Trouble In Little China” As Yields Hit 22-Month High
So, we’ve talked plenty of late about “big trouble in little China.” (Very) long story,
Barclays Does Best “Frank The Tank” Impression: Don’t “Freak Out” On Commodities
“That’s right! We can’t have anyone freak out out there, ok?”
Contagion Warning: “There’s Nowhere Really To Hide” As Bloodbath In Commodities Continues
Oh, boy. Well, it got worse for the beleaguered metals complex overnight. After a harrowing
In Your Own Little “Bubble”
All I know is that things are looking choppy here on the island…
Yesterday, Goldman Brought Out Their “Metal Detector” – And Then Today, Tomorrow Happened
“The substantial move lower today was predominantly driven by ‘micro’ and technical factors, in our view, though it was set against a backdrop of broader macroeconomic concerns.”
Guest Post: Wallace Prepares To Buy Some Silver
“The hardest trades are often right ones. I am not sure if it is brave or stupid (and probably a bit of both), but I am going to be buying silver down here.”
“Psst!”: Be Wary Of Those Trying To “Sell You A Narrative”
“Not every change in asset prices signals a new and lasting paradigm shift.”
Bloodbath: “Nightmarish Picture” For Iron Ore Triggers Metals Mayhem
“Iron ore demand is waning, which, against backdrop of near-record/record inventories and aggressive Chinese and seaborne supply, paints a nightmarish picture”…
Trader: No One Knows “What The Hell Is Going On”
“Investors are suffering from the increasing amount of insider trading going on. Not the kind generated from golf course confidences or sifting through corporate dust bins, but from markets that just aren’t capable of trending. Because fewer and fewer market participants are comfortable answering the question, “What’s going on?â€
Sunday Humor: “None Shall Pass (Through)”
“Come Patsy”…
“Flashpoints”: One Slide Sums Up Trump’s Key Geopolitical Hurdles
I’ve been a broken record when it comes to suggesting that geopolitics will become an increasingly important
Want A Reason To “Sell In May”? Here’s One
Remember China? It’s a big country that’s somewhere near Sweden I think. No but seriously,
This Hasn’t Happened In A Quarter Century: Chinese Equity Market Edition
Time was, you couldn’t trust the SHCOMP (let alone the Shenzhen) not to open limit-down or,
Fortune Cookie Say: “Good Econ Data!” The Sultan Returns. Welcome To Monday.
Boom! It’s Monday. Let’s hit the ground running.
Here’s The Most Important Thing You Missed On Friday
“Credit supply restraint isn’t showing up in the numbers,” said George Magnus, an associate at the University of Oxford China Centre and former senior adviser for UBS Group AG. “Credit creation is still running way too fast.”
Crise: “Shhh… We’ve Already Seen This Movie”
So as the market frets day and night about the pace at which the Fed will shrink its balance sheet, Bloomberg’s Cameron Crise is out with a reminder that in reality, we’ve already seen this movie. And if the first screening was any indication, this may be “much ado about nothing.”
“Hold My Beer While I Meet Xi.” And Everything Else You Need To Know On Thursday
It’s Thursday, which means today’s Donald Trump gets to look the Donald Trump who refused to
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