A ‘Bad News Day’ For China Watchers
Key data out Wednesday suggested the Chinese economy remained under pressure in November as property
Search Results for: Evergrande
China’s Export Machine Shows ‘No Signs Of Slowing’
China’s economy may be beset with difficulties, but trade remains robust. Exports and imports both
China Slashes RRR As Economy Teeters
Just one business day after Premier Li Keqiang tipped incremental policy easing aimed at bolstering
Just Two Old Friends
As long as you weren’t expecting anything substantive from the first face(time)-to-face(time) summit between Xi
China Surprises As Key Data Shows Resilience Amid Slowdown
The Chinese economy exhibited further signs of moderation in October, but data out Monday was
Meanwhile, In China
Anything perceived as reducing the odds of incremental monetary accommodation is bad. That simple lesson
China Logs Record Trade Surplus Amid Ongoing Export Boom
The Chinese economy may be beset by a laundry list of vexing concerns, but external
More Trouble In Chinese Developer Paradise
There was more trouble in paradise on Thursday. Chinese developer Kaisa Group said a subsidiary
Finding $83.5 Million
Evergrande found $83.5 million. With just days to go before the grace period on a
Chinese Economy Decelerates Amid Crises
The Chinese economy decelerated in the third quarter, data out Monday confirmed, validating a chorus
An $8 Trillion Cliff
For now, the market is “cool with” policymakers being behind the curve on inflation. That
Xi Asks Who’s Been ‘Too Chummy’ With China’s Private Sector
A prospective Chinese property meltdown is still very much in focus, as is the country’s
China Property Defaults: Here’s How Bad It Could Get
Some folks weren’t paid. Or at least not immediately. Holders of two Evergrande dollar bonds
Do You Remember Snow?
We keep talking about monetary policy normalization as if it’s “a thing.” As if it’s
Rarely Seen In The Wild: A $2.5 Billion IG Exodus
For the first time since the unprecedented exodus that accompanied the onset of the pandemic,
China Comes Back From Holiday, Fines Meituan Half-Billion
Chinese shares rose Friday as the mainland came back online after the holiday. There was
‘Quite The Perfect Storm’
The angst was palpable Tuesday, even as markets somehow felt more resilient than they should
Can Retail Dip-Buyers Rescue Stocks From Q4 Correction?
Over the weekend, I trudged into the macro rough after a drive aimed at a
How Equities Can Rally After September’s Selloff
At some point, it had to happen. After months spent watching paint dry, investors were
In China: Record Coal And Other ‘Relevant’ Events
“Competition without innovation is low-level competition and zero-sum competition between vested interest groups,” Shi Jianzhong
Just Tell Me The ‘Why’
No matter how badly we want to answer the “Why?” question, it’s almost never a
China’s Power Crunch Steals Macro Limelight
“Yet another growth shock.” That’s how Goldman described China’s worsening energy crunch on Tuesday. You
Squeezing The Largest Asset Class On The Planet
Over the past six months, copious amounts of digital ink was spilled on China’s escalating
The Hamster Wheel
It was as predictable as it was laughable. Stocks ended the week mostly unchanged, making
Madness: Stocks Suffer First Outflow Of 2021
It finally happened. After an uninterrupted streak of weekly inflows that saw more than $776
Should Have Bought The Dip
You should have bought the dip. US equities turned positive for the week on Thursday,
Bond Rout Inspires ‘Delayed Taper Tantrum’ Banter
The FOMC event risk has passed. That was one obvious explanation for Thursday’s equity rally
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