Parsing China’s ‘Monster Prints’
If it’s good news on the “reflation” narrative you seek, blockbuster credit growth and export data will do.
If it’s good news on the “reflation” narrative you seek, blockbuster credit growth and export data will do.
The “Euphoric†case.
The dollar has flummoxed more than a few folks in 2019.
…and a crypto zinger, for good measure.
“Stabilizing at a low level”.
Risk asset buoyancy amid a cloudy outlook.
Here’s the latest out of China amid constant hand-wringing over trade and stimulus.
A non-controlled demolition.
This isn’t the best news amid ongoing growth concerns and worries that a trade deal isn’t imminent after all.
Spoiler alert: who knows!
“…and again I say ‘if’.”
“The punchline then is this”…
It’s a ‘tactical trading ‘green-light’.
Donald Trump is happy to inform you that he has decided not to deliver an open-handed slap to the face of Xi Jinping
If last week was painfully tedious at best and outright boring at worst, this week promises to break the monotony.
There are a couple of problems here. And then there are problems within those problems.
“…the question is an interesting one.”
Don’t worry, China will save us.
Trade, car tariffs and Fed minutes.
“Progress” is in the eye of the beholder.
Make Chinese borrowers default again.
Stalemates, everywhere.
Parallels and analogs.
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