Zoltan Pozsar Bears Witness
“If there is trust, trade works. If trust is gone, it doesn’t.” So said Zoltan
“If there is trust, trade works. If trust is gone, it doesn’t.” So said Zoltan
Market participants — those not on vacation, anyway — have busied themselves recently obsessing over
For a few weeks, it appeared as though Chinese equities might serve as a storm
It may never be truly safe to invest in Chinese equities again. I realize that
“This sends the signal that the economy comes first,” a Guangzhou-based investor said Tuesday. “This”
For a few minutes on Thursday, markets thought Chinese officials were leaning towards reviving Ant
The long-running rout in Chinese tech shares that wiped away some $2 trillion in market
Shares in Hong Kong closed out an otherwise lackluster week on a high note Friday,
It wasn’t so long ago — two months, actually — that policymakers in Beijing retained
There was no respite from Chinese economic gloom on Thursday, as Mainland markets came back
For the second time in six weeks, officials in Beijing managed to engineer a rally
The PBoC ran up against the law of diminishing returns Tuesday, when an attempt to
“We need to work together to defend people’s lives and health,” Xi Jinping explained on
Chinese tech stocks tumbled anew Monday amid a broader rout in Mainland and Hong Kong
One problem with spending decades cultivating fear among friends, foes and everyone in-between, is that
Earlier this month, frustrated with a lack of capitulation in US equities, I asked when
Marko Kolanovic is bullish on emerging market assets, and “in particular” China. Although the headline
If Beijing’s goal was to trigger a massive squeeze on the way to engineering the
Beijing finally reached the pain threshold. Following a series of dramatic sessions during which Hong
It won’t surprise you to learn that the conflict in eastern Europe was viewed as
“The war” is already such a ubiquitous part of the daily news cycle that it’s
Equities are guaranteed to remain choppy and mostly untradable for at least the next few
Global equities attempted to find their footing Wednesday after the S&P entered a correction for
While the world was fixated on the standoff between the West and Russia following Vladimir
Global risk sentiment was severely impaired to start the new week, as concerns over a
Jerome Powell’s press conference performance, and particularly the Chair’s multiple references to this cycle being
Chinese policymakers coaxed a rally out of downtrodden equities Thursday. The Hang Seng China Enterprises
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