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Category: shanghai composite

Chinese Stocks Are Shrugging Off Currency Weakness. Here’s Why

September 2, 2019

“Policymakers are in control”.

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Desperate Times…

May 10, 2019May 10, 2019

… call for desperate measures.

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2 Comments on Desperate Times…

China’s Monday Meltdown In Pictures

May 6, 2019May 6, 2019

“Rough day” doesn’t quite capture it.

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4 Comments on China’s Monday Meltdown In Pictures

Off And Running.

April 1, 2019April 1, 2019

“Equities are ‘foaming at the mouth’ to start the week”…

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2 Comments on Off And Running.

Blockbuster: Recapping A Huge Quarter For The World’s Best-Performing Stock Market

March 29, 2019March 29, 2019

Define: “Froth”.

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China’s ‘Re-Bubbling’ Reaches ‘Decisive Moment’ As Absurd 2019 Rally Powers On

March 18, 2019March 18, 2019

LOL. 

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Bull In A China Shop

March 15, 2019October 30, 2021

Risk asset buoyancy amid a cloudy outlook.

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A Goldilocks Cameo, A 1.7 Trillion Yuan Liquidity Shortage & The Latest From Nomura’s McElligott

March 13, 2019March 13, 2019

“Just right” on the data stateside, while a “re-bubbling” in China holds RRR cuts “hostage”.

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1 Comment on A Goldilocks Cameo, A 1.7 Trillion Yuan Liquidity Shortage & The Latest From Nomura’s McElligott

Bad News, Good News.

March 11, 2019March 11, 2019

For lack of a better title.

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Bloodbath In China: A Postmortem

March 8, 2019March 8, 2019

A non-controlled demolition.

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Meanwhile, Over At The A Share Casino…

March 1, 2019March 1, 2019

The bull market marches on following MSCI decision.

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Suddenly, China Has The Best Performing Stock Market On The Planet – What’s Next?

February 28, 2019

Spoiler alert: who knows!

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In China: Euphoria

February 25, 2019February 25, 2019

Overt silliness.

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US, China Will Hold Do-Over Trade Talks In Washington As Einsteinian Insanity Takes Hold

February 15, 2019October 26, 2021

“I hope you keep up the good work.”

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The Thrill May Be Gone.

January 22, 2019January 22, 2019

The good mood has seemingly worn off.

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‘Stabilization’? Analysts Weigh In As China’s Economy Slows To Crisis-Era Pace

January 21, 2019January 21, 2019

It would be odd to characterize an uninspiring set of numbers as “Goldilocks”, but…

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Surprise: China Tips More Stimulus As Economy Falters

January 15, 2019January 15, 2019

We’ll see what the half-life on this is.

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China’s Latest Attempt To Rescue Sentiment Falls Flat

January 7, 2019

We’re gonna need more than that.

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China Delivers RRR Cut Amid Rapidly Deteriorating Sentiment

January 4, 2019January 4, 2019

Welcome news, but no game changer.

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Hong Kong Shares In Wednesday Bloodbath Marks Stark Contrast To Euphoric 2018 Start

January 2, 2019January 2, 2019

I’m old enough to remember January 2018, when…

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Requiem For 2018: A Visual Retrospective

January 1, 2019October 24, 2021

At least we know what 2019’s consensus longs are.

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Nikkei Suffers Grievous Loss In Dramatic Rout While Plunge Protection Team Rides To Rescue In China

December 25, 2018December 25, 2018

All (not) quiet on the Eastern front.

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Chinese Shares Not Amused With S&P Futures Crash, Huawei Arrest

December 6, 2018December 6, 2018

It all started with an overnight plunge in S&P futures…

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As Trade Euphoria Turns To Confusion, Yuan Emerges As Big Winner From Truce

December 4, 2018December 4, 2018

You can stop worrying about a 7-handle – for now.

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If It Was A Rally In Chinese Stocks, Yuan You Were Looking For, You Got One

December 3, 2018December 3, 2018

Now let’s see if this proves sustainable.

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Chinese Stocks Not Amused With Ill-Timed Huawei Tech Bombshell

November 23, 2018October 20, 2021

Who’s excited for the G20?

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Xi Jinping Again Proves Donald Trump Is Driving The World Into The Arms Of The Chinese

November 5, 2018October 22, 2021

“As globalization deepens, the practices of law of the jungle and winner take all are a dead end.”

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Great American Deposit Debate Spotlights Legislative Gridlock

March 27, 2023March 27, 2023

Failing Banks, Persistent Inflation Promise Fun-Filled Week

March 26, 2023March 27, 2023

We’re Scaring Ourselves Into Bank Runs Now

March 24, 2023March 26, 2023

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 24, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

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  • Great American Deposit Debate Spotlights Legislative Gridlock
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  • Interview That Collapsed Credit Suisse Costs Saudi Financier His Job
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  • Let's Argue About Student Debt Some More
    Let's Argue About Student Debt Some More
  • Failing Banks, Persistent Inflation Promise Fun-Filled Week
    Failing Banks, Persistent Inflation Promise Fun-Filled Week

Recent Comments

  • anonemouse on Let’s Argue About Student Debt Some More
  • anonemouse on Bonds Doubt Their God. ‘Stocks Are Next,’ Wilson Warns
  • Patrick on Let’s Argue About Student Debt Some More
  • RIA on Great American Deposit Debate Spotlights Legislative Gridlock
  • RIA on Great American Deposit Debate Spotlights Legislative Gridlock

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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