Much has been made of the great FX reserve liquidation that’s characterized the post-yuan devaluation
Category: China
Chart Check (Great Wall Of Defaults)
The charade can only last so long…
China Clowns America; Says Trump Will “Set Fire” To His Own House, Rest Of World
“Undoubtedly, the Trump administration will be igniting many ‘fires’ on its front door and around the world. Let’s wait and see when it will be China’s turn.”
Big Trouble In Little China
Given that today is Donald Trump’s coronation, it’s somewhat ironic that we begin in China, where the Politburo was kind enough to tell us what they want us to think GDP is.
Daily Kickstart (The Day The Earth Stood Still)
The Ringling Bros. may have pulled up the stakes for good, but the circus is in town today in Washington, complete with all of the usual attractions including an orange elephant, who at 12 noon will “trump”et to an awestruck crowd.
Here’s Chinese President Xi Jinping’s Message To The World
“There is no point in blaming economic globalization for the world’s problems because that is simply not the case.”
Western Democracy’s Last Stand: Merkel Versus Trump
The irony in all of this is that should Merkel lose the battle, the savior of Western democratic ideals may well end up being a communist…
China’s Nasdaq Crashes
The normalization of initial public offerings (IPOs) in China could help raise the financing efficiency
China: We’ll “Fight Against Protectionism,” Lead “Global Governance” Push
Beijing is making a concerted effort to present China as the new champion of global governance. To the extent Trump believes he’s undercutting the Chinese, he’s actually creating a kind of power vacuum that Xi Jinping is more than happy to fill.
Daily Kickstart (“I Had Some Bad Chinese”)
We’re gonna need a weaker yuan. Data out Friday showed China’s exports falling 6.1% y/y
“Populism Leads To War And Poverty”: Chinese President To Deliver Stark Warning In Historic Visit To Davos
Essentially, Xi sees the US election and the political turmoil in Europe as an opportunity for China to usher in a new era of bipolarity on the way to -perhaps – unipolarity with China as the world’s only superpower.
China Puts “Mr. Chen” Out Of Business
Capital flight from China is a hot topic these days. Indeed, this week’s overnight news
Why Chinese Banks Are Especially Vulnerable To Higher Funding Costs
Those of us who think it’s important to track developments in China’s economy and financial
Albert Edwards Wants To Know Why No One Gives A Sh*t About China Anymore
“Global markets really couldnÂ’’t seem to give a toss about events in China. Yet they should.”
China Making Preparations For (Trade) War With Trump: Bloomberg
“China’s central government has compiled list of possible retaliatory measures against U.S. companies in event President-elect Donald Trump starts a trade war.”
PBoC: “Listen To Me Shorts, We’ve Got Your Head In A Vice”
“Don’t make me be a bad guy”…
Daily Kickstart (China FX Edition)
Whither the yuan…
Wednesday Chart Check Part 2 (Funding Crunch, Chinese Style)
Whatever you do, don’t listen to anyone who says you shouldn’t concern yourself with a couple of basis points here or there in markets that are some 8,000 miles away…
Here’s One More Reason To Believe China’s Currency Will Continue To Plunge
Despite the Politburo’s best efforts (which now include the imposition of what amount to new capital
Tuesday Chart Check (Frozen Money Markets Edition)
Confucius say: “It’s probably nothing”…
Why Fed Policy Mistakes Are Now Inevitable
As noted earlier on Monday evening, we’re seeing Catch-22s everywhere these days as central banks are
Time To Throw In The Towel? China Hints At Lower Growth
In “not very exciting but nonetheless important” news, PBoC adviser Huang Yiping has gone on
China: “No Float For You!”
There’s been no shortage of speculation about the veracity of China’s GDP data which many
“Loads Of Emotions And Lots To Ponder”
I’m inclined to believe that those of us who fancy ourselves black swan watchers are
How Tight Is Liquidity In China? This Tight
Earlier on Wednesday I highlighted tightening liquidity in China. For anyone who missed it or
Daily Kickstart (China Liquidity Edition)
“We again have the condition of low volume plaguing markets,” Jingyi Pan, market strategist at IG
Daily Kickstart (Britney Spears Edition)
“Sony Music apologizes to Britney Spears and her fans for any confusion. This has been rectified”…
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