Category Archives: China

China Still Looking For A Rollback

Posted on November 9, 2019 by

We posted our,  Roll back: The Verb China Is Looking For,  two months ago and China is still looking for a rollback on some of the tariffs that have already been implemented. What President Trump said is not what the markets expect. But … Continue reading →

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China Is Now The World’s Largest Official Creditor

Posted on October 23, 2019 by

Hard to believe the transformation of China over the past forty years. Just before Deng Xiaoping led a large Chinese delegation in 1974 to a special session of the United Nations,  the story goes, the government made a frantic search through … Continue reading →

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What Are They Thinking?

Posted on September 27, 2019 by

Stocks are reeling from the following headline. The White House is weighing some curbs on U.S. investments in China, a source familiar with the matter told CNBC. This discussion includes possibly blocking all U.S. financial investments in Chinese companies, the … Continue reading →

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President Trump grants exemptions on 400 tariffs

Posted on September 20, 2019 by

Probably not the roll back China was looking for?

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“Deals Galore” Coming This Fall

Posted on September 13, 2019 by

D Looks like the “Fab Four” – China, North Korea, Iran, and the Taliban — are queuing up just as we wrote about earlier this week, Deals Galore?  We also wonder if the Administration is on the verge of a … Continue reading →

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Roll back: The Verb China Is Looking For

Posted on September 12, 2019 by

Roll back is the verb China is looking for. Mr. Market is all lathered up this morning on the following report, Source: @FerroTV Not so fast. A senior White House official said the U.S. is “absolutely not” considering an interim … Continue reading →

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Rent Control Issues Hit 7-year Bond Auction

Posted on August 29, 2019 by

At least, that is our view. We have worried out loud how global interest rate repression may cause ugly bond auctions. A problem that similarly arises in the rent-controlled housing market. …we are watching the Treasury auctions closely and suspect … Continue reading →

Posted in Bonds, China, Credit, Uncategorized | Tagged , | 8 Comments

The People’s Republic of The Future

Posted on August 27, 2019 by

Great watch… When it comes to technology, Shenzhen may well be the most fascinating city in the world. It makes the majority of our electronics. It clones the best technology Silicon Valley has to offer with ease. And, these days, … Continue reading →

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Who Is Winning The Trade War?

Posted on July 17, 2019 by

China on Wednesday urged the Trump administration to “make up its mind” about reaching a trade deal with Beijing, warning that additional tariffs could send negotiations further off track. — South China Morning Post, July 17 We state emphatically, Nobody … Continue reading →

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Huawei’s American Suppliers Set To Rock The Casbah, Or Not?

Posted on June 30, 2019 by

Here are some of the top American suppliers to Huawei that should Rock the Casbah in Monday trading after Trump’s rethink the Chinese company is a national security risk. It’s still not clear what the Trump-Xi Osaka handshake and agreement mean, … Continue reading →

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