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Copper, Oil & China
Is the global economy suddenly taking off? It seems that way given the sudden vertical ascent of several metals prices,…
China
36 posts
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PPI Not As Hot As CPI
Today's PPI report threw some cold water on yesterday's hotter-than-expected CPI. Our opinion is that the…
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Two of the Magnificent 7 Get Shanghaied
Two of the Magnificent-7 are less magnificent. That's because China is in a recession and Chinese consumers are…
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China: Pushing On A String?
In recent weeks, the Chinese government has introduced several measures to prop up the stock market. This week, the government…
público
Huge Negative Wealth Effect In China
China might be in a recession or going into one. That’s a controversial statement since real GDP rose 5.…
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What Is Powell Thinking?
This question was partially answered yesterday in a speech by Fed Governor Christopher Waller: "This cycle, however, with economic…
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Prepare For A Recession & Debt Crisis In 2024
While almost everyone (except us) has been waiting for a recession and debt crisis in the United States, we'…
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Inflation: China Is Killing It
What have we learned about inflation over the past year? One of the main reasons that the US doesn'…
público
Continue To Underweight Commodities & Emerging Markets In Global Portfolios
The global economy is growing, but at a slow pace. Much of the weakness is attributable to the recessions in…
público
China: The World's Largest Nursing Home
China’s economy is in a property-led and fertility-led depression. That’s bad news for China’s people and for…
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Market Call: Winning Streak For The Bulls
We expect that the Santa Claus rally in stock prices that started on October 27 will continue over the rest…
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Oil's Slippery Slope
The NYMEX nearby futures price of a barrel of crude oil peaked this year at $93.68 on September 27.…
