Things Are Getting More Complicated For China
JPMorgan cut its outlook for China, becoming the latest bank to downgrade projections for the
JPMorgan cut its outlook for China, becoming the latest bank to downgrade projections for the
Some of the headlines in Chinese media were amusing Wednesday. In the wake of a
China pulled the trigger on an RRR cut Friday, just two days after the State
China was the only major economy that managed to grow in 2020, a bitter pill
Last weekend, in “Dairy Aisle,” I talked a bit about the nexus between market expectations,
Lost in the whirlwind of inflation hysteria Wednesday was a notable downside surprise in China’s
What do you get when you combine pent-up demand abroad, a maturing domestic recovery, and
The dollar drifted lower and US equities nervously eyed Georgia on the heels of the
Jerome Powell breezed through an uneventful press conference Thursday, sticking largely to familiar talking points
“…a critical flaw of the deal emerges”.
“…ahead of schedule.”
The abandonment of the target speaks volumes about the scope of the damage inflicted by the pathogen.
“China will do anything they can to have me lose this race.”
“…clearly more easing measures are needed”.
“It’s not even a bazooka”, Jones went on to say. “It’s more like a nuclear bomb”.
“A tax reduction doesn’t help if you don’t even have income”.
“We are also looking at more dire scenarios”.
Featuring Leon Cooperman.
There has to be a pain threshold.
The trade talks and the epidemic could soon become entangled, just as national security and trade became inextricably bound up last year.ÂÂ
Not out of the woods yet, but there is a light at the end of this tunnel (to mix clichéd metaphors).
Much like China’s labyrinthine shadow banking complex, this is a laughably (and notoriously) convoluted setup.
The documents show loan recipients were looking to obtain technology “compatible” with equipment made by Hikvision and Dahua.
After all, we’re “playing with the house’s money”.
The “black zero” fiscal policy is likely to hold.
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