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Category Archives: China
COTD: China’s Social Credit Score System
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
It’s Always About The Treasury Flows
We have looked at the central bank holdings — both the Fed and foreign central banks — of marketable Treasury bills, notes, and bonds over the past twenty years and were quite surprised by our findings. Our analysis may also … Continue reading
Posted in Bonds, China, Interest Rates, Japan, Uncategorized
Tagged Debt, Deficit, Market Debt, TIC, Treasury Flows
1 Comment
Welcome To The Forever Trade War
Are you surprised? We’re not (see our repost below). Mood in Beijing about #trade deal is pessimistic, government source tells me. #China troubled after Trump said no tariff rollback. (China thought both had agreed in principle.) Strategy now to talk … Continue reading
China Still Looking For A Rollback
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
China Is Now The World’s Largest Official Creditor
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
Posted in China, Uncategorized
Tagged China, Growth, World's largest of Official Creditors, World's List of Billionaires
4 Comments
What Are They Thinking?
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
Posted in Capital Flows, China, Uncategorized
Tagged Capital Flow restrictions, China
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President Trump grants exemptions on 400 tariffs
Probably not the roll back China was looking for?
“Deals Galore” Coming This Fall
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
Roll back: The Verb China Is Looking For
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
Rent Control Issues Hit 7-year Bond Auction
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
Global Macro Monitor 