Ok, so it’s Monday and France didn’t elect a fascist. So we’ve got that going for
Category: China
“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
Goldman Delivers A ‘Real’ity Check On China
“We don’t think” this is likely to work.
It’s The End Of The Quarter, Do You Know Where Your Money Is?
“While the Bloomberg Dollar index edged up to the highest level in more than a week on Friday as supporting month-end flows outweighed profit-taking interest after yesterday’s rally, this is still on track to be the worst quarter in a year for the index. By contrast, gold is heading for its best quarter in a year.”
“Is There A Problem We’re Not Seeing?” – China’s Banking System Reaches “Tipping Point”
“The market is nervous about the impact. Everyone is wondering, ‘could there be a problem we’re not seeing?’, or ‘will there be some punishment that forces an institution to dump assets? Then banks get cautious and stop offering loans.â€
Can China Prevent One Crisis Without Causing Another? Spoiler Alert: “No”
“So that’s all fine and good from a kind of “let’s curtail systemic risk,” perspective, but the problem is, China’s labyrinthine shadow banking complex has grown so large that the very act of unwinding it in the interest of financial stability creates its own systemic risk.”
“Some Folks Missed Payments”: There’s A Storm Brewing In China
Some folks missed some payments. In the wake of the PBoC’s move to implement a
The Chinese Capital Flight Doom Loop & Why A One-Off Depreciation Could Cause A Crisis
” We take the contrary position and believe that a big devaluation might turn out instead be the final straw on the camel’s back of China’s credit bubble, leading to an even greater crisis.”
It’s Quiet Out There: G-20 Leaves Markets Feeling “Damp And Grey”
It feels quiet out there. Maybe a little too quiet. There’s plenty of G-20 banter
China Slams “Selfish” Fed Hike, Warns Emerging Markets Still “Naked” At Low Tide
“In fact, for the United States, the dollar as the reserve currency of the biggest dividend, is the world can “cut leek” or cut wool. The US economy to weather the storm, the Fed will raise interest rates, a huge siphon effect to the dollar back, which is the first round of cutting cash, the US economy to weather, Second round cut wool.”
China Calls, Hikes Rates After Fed; Kuroda Triples Down On The Laughs After BoJ
It was a fairly lively overnight session on the heels of the Fed. We start
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