Category Archives: China

The Taiwan Strait Getting Hot, Hot, Hot, Hotter…3.0

Posted on October 7, 2021 by macromon

#CKStrong We are reposting a repost of a piece we did last September.  Our sense is Mr. Xi is testing and doing the calculus if the U.S.is willing to fight WWIII over Taiwan.  Taiwan and U.S. officials have expressed alarm … Continue reading →

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Rising Yuan Shows China’s Economy Strengthening

Posted on November 11, 2020 by macromon

Here are two reasons why the yuan is showing new strength. Insights via @CME Group: https://www.cmegroup.com/openmarkets/…

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What happened at the Chinese Communist Party’s major policy meeting, the fifth plenum?

Posted on November 1, 2020 by macromon

The fifth plenum, China’s major policy meeting, took place behind closed doors in Beijing from October 26-29, 2020. The 200-member strong Central Committee, the top decision-making body of the ruling party, delivered a work report, a draft five-year plan and … Continue reading →

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The Taiwan Strait Getting Hot, Hot, Hot…2.0

Posted on September 21, 2020 by macromon

China has released video of a simulated air strike on the U.S. territory of Guam after Under Secretary of State @KeithJKrach visited Taiwan. More @business: https://t.co/je6XM6CaBE pic.twitter.com/YntkbIIQRJ — Bloomberg QuickTake (@QuickTake) September 21, 2020 We originally posted the following in … Continue reading →

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China’s Industrial Output Plunges, GDP Headed For First Contraction On Record

Posted on March 15, 2020 by macromon

China’s industrial output fell more than expected as the coronavirus shutdown factories, across the nation.  Industrial output fell13.5% in January and February from a year earlier, versus a median estimate for a 3% contraction. Retail sales fell 20.5% in the … Continue reading →

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COTD: Coronavirus Risk To Manufacturing

Posted on February 15, 2020 by macromon

The holiday is over, but few people are back in offices and factories…the effects of covid-19 will be like those of SARS in 2003: a sharp shock to Chinese growth, followed by a strong rebound. But SARS may not be a … Continue reading →

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Coronavirus: It’s The Second Derivative, Stupid!

Posted on February 4, 2020 by macromon

Double yikes.   Arrest this beast!  Please! On a business trip meeting with many firms with huge exposure to China.  Concern in their community definitely growing but still a bit clueless about the seriousness of the growing crisis.  I give … Continue reading →

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The Global Supply & Demand Shock Of The Coronavirus

Posted on January 31, 2020 by macromon

Our analysis of the impact of the Coronavirus is a work in progress and nobody knows the endgame.  It is still the early days of the epidemic, and its dynamics will take time to understand. The scale of the impact … Continue reading →

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Coronavirus Spreading To Heart of China Manufacturing

Posted on January 25, 2020 by macromon

BREAKING: Shantou, a city in Guangdong province with nearly 5.5 million people, will be put on total lockdown from midnight — BNO Newsroom (@BNODesk) January 26, 2020 Coronavirus scare starting to hit big manufacturing cities and is definitely going to … Continue reading →

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COTD: China’s Social Credit Score System

Posted on January 6, 2020 by macromon

COTD:  Chart of the Day Background: The Social Credit System (Chinese: 社会信用体系; pinyin: shèhuì xìnyòng tǐxì) is a national reputation system being developed by the Chinese government. The program initiated regional trials in 2009, before launching a national pilot with eight credit scoring firms in 2014. In 2018, these … Continue reading →

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