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Is the Fed Inflating? Is China Deflating?
Last Thursday, we wrote, "After today's PPI, we won't be surprised if Fed officials plant…
China
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Manufacturing Indicators May Be Rebounding in US and China
After languishing for the past couple years, manufacturing gauges in both the US and China improved in November. Could this…
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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…
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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…
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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…
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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…
