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China: A Deflating Dragon
Over the past three years, most American economists believed that a recession would be necessary to bring inflation down to…
China
36 posts
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Geopolitical Hot Spots
With the Fed in easing mode and US economic growth remaining resilient and even robust, we are still wondering what…
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Larry & Ray’s Not-So Excellent Adventure in China is Over
Both Blackrock's Larry Fink and Bridgewater's Ray Dalio have been notable and vocal China bulls for…
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Will China's Two Bazookas Shoot Silver Bullets?
Over the past several days, China has unleashed several fiscal and monetary stimulus measures. China investor Jason Hu called these…
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Market Call: October Is Here. What Could Possibly Go Wrong?
We asked the very same question at the start of September, and were hard pressed to come up with an…
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Global Monetary Fire Hose To The Rescue!
Chinese stocks rose 4.1% overnight thanks to the flurry of easing measures from its central bank (chart). The Peoples…
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China Is The Source Of The Deflation Trade
Forget about a recession in the US. Currently, it is China's recession/depression that is weighing on oil…
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Looking For Black Swans In September
September has just started, and it is already living up to its reputation of being the toughest month of the…
público
Bonus Content: China In 10 Charts
(1) Chinese consumers are depressed.
(2) Home prices are falling in China.
(3) Chinese stock prices are on downward trends…
público
China Dragon's Breath Is Less Fiery
China's economy is faltering. July data suggest the government will have to provide more stimulus to meet its…
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Panda In A China Shop
China just loaned two young pandas to the San Diego Z00. In the past, such Panda Diplomacy suggested that relations…
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Recession With Chinese Characteristics
China’s May economic indicators were broadly negative, as evidenced by the recent weakness in Chinese stock prices as well…
