Weekly
July 13, 2024 The world’s largest economy just turned a corner. The latest CPI
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Suspicious Data Suggests China Avoided Deep Economic Slump
The Chinese economy held up far better than feared in the fourth quarter and retail
Gambling On Mao
We’re all supposed to be buying Chinese stocks, apparently. The bull case goes something like
Burning Questions
Nothing says “pile into stocks” like piles of corpses. Don’t blame me for the macabre
V.P. Phone Home
“We share the same views on the causes, course and logic of the ongoing transformation
China Reopening: What Could Go Wrong?
The Chinese government — or, more aptly, “the Xi Jinping regime” — postponed the most
China’s ‘Giant Wave’
“Official COVID case counts have been rendered meaningless.” So declared Bloomberg on Monday, in an
A Healthy Dose Of Xi Jinping Hysteria
Concerns around the rapid abandonment of strict pandemic control measures in China filled a news
Grand Reopening?
“COVID zero” in China is over. Not officially, and maybe not for good. But de
‘The Buy Signal Is Close To An End’
Is the rebound in risk assets sustainable? That question burns after the Dow rallied into
Beloved Comrades
There’s a raging bull market in news out of China. Every day brings a new
Crash Out
There’s something odd about an authoritarian police state, famous for surveilling the masses, that refuses
‘Since Tiananmen’
Over the weekend, in Shanghai, a man strode unimpeded down what looked to be a
In China: ‘Fight, Fight!’
Maybe Xi Jinping decided to abandon “COVID zero” following last month’s Party congress. He’s going
‘You Can’t Go Anywhere’: China Reopening Meme ‘Lasted A Week’
I’m not sure about much these days, but 26,824 isn’t 0. Of that much, I’m
Scientific Efficiency
It’s a good thing they have a 20-point plan! Retail sales in China unexpectedly contracted
How Much For The Mogwai?
“Beaten-down technology shares have enticing valuations,” read the deck on a Bloomberg piece published Monday.
Great To See You, Chairman!
“This is not the fundamental interest of our two countries and peoples and it’s not
Despot Times, Despot Measures
The balance of news flow out of China was anything but encouraging Monday, but don’t
Yuan, Loonie Soar, Dollar Plunges In Friday Fireworks
The offshore yuan surged the most on record. Again. Just days after a swoon for
No, Xi’s China Is Not ‘The Alternative’
“China is the Alternative,” read the title of a somewhat dispiriting blog post published Friday morning in
The ‘Reopening Committee’
The Chinese Foreign Ministry is “not aware” of any committees tasked with coordinating a grand
In China: More Drama
Tuesday brought more drama in Chinese markets. A day on from an egregious selloff in
One Man To Rule Them All
It’s official. Xi Jinping is still “King of China,” as Donald Trump famously put it.
The King’s Speech
“The next five years will be crucial,” Xi Jinping said Sunday, opening the 20th National
Gas Prices And Hostile Royals
Bad news. More of it. Consumer inflation expectations in the key University of Michigan survey
‘Watch It Go’: The Yen And A ‘Quartet Of Grey Swans’
Admittedly, I ran out of creative ways to tell the same story about the yen
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