We’re gonna need a weaker yuan. Data out Friday showed China’s exports falling 6.1% y/y
Category: China
“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”…
Presenting A Timeline Of China’s Fraught Currency
On Monday I took an in-depth look back at China’s trials and travails as they’ve played
The Black Swans Cometh
Want to see something scary? Look no further than SocGen’s latest black swan chart, which
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