Category Archives: China

Gold In Full Blown QE Mode

Posted on June 6, 2012 by macromon

Gold is a weird cat with multiple personalities and more than nine lives.  The yellow metal is up almost $100 since last Friday’s weak U.S. employment report. At any given time period  gold will assume any one of its multiple … Continue reading →

Posted in China, Gold, Inflation/Deflation, Monetary Policy | Tagged , , | 3 Comments

Stratfor – Mongolia’s Geographic Challenge

Posted on June 6, 2012 by macromon

(click here if video is not observable)

Posted in China, Video | Tagged , , | Leave a comment

Reuters – Top Five Risks to China’s Economy

Posted on June 5, 2012 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, China, Commodities, Sovereign Debt, Sovereign Risk | Tagged , | Leave a comment

Stratfor: China’s Continuing Challenges

Posted on June 3, 2012 by macromon

(click here if video is not observable)

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China’s Fledging Wine Market

Posted on May 29, 2012 by macromon

Recall our post a few years back about the wine bubble developing in Hong Kong. Although most of the new demand has a mainland-China connection, there have been buyers from South Korea, Japan, Indonesia and Thailand, all of which still … Continue reading →

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About that other 800 pound Macro Swan in the room…

Posted on May 24, 2012 by macromon

Good stuff from the Economist’s cover story and 14-page special report on China’s economy.  Run, don’t walk, to read it.  Here’s a taste, CHINA’S weight in the global economy means that it commands the world’s attention. When its industrial production, … Continue reading →

Posted in Black Swan Watch, BRICs, China | Tagged , , , | 2 Comments

China Flash PMI Deteriorates to 48.7, At Two-Month Low

Posted on May 23, 2012 by macromon

Markit reports, Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “Manufacturing activities softened again in May, reflecting the deteriorating export situation. This calls for more aggressive … Continue reading →

Posted in China, Economics | Tagged , , , | Leave a comment

Commodities in the Kamode

Posted on May 23, 2012 by macromon

Commodities are breaking hard.  Who knows where they bounce, but it does feel a bit overdone here.  Note the chart illustrates when the CRB is this oversold — an RSI reading of around 20 — it sets up for a … Continue reading →

Posted in Black Swan Watch, BRICs, China, Commodities, Crude Oil | Tagged , , | Leave a comment

HSBC Flash China PMI Still Contracting

Posted on April 22, 2012 by macromon

Markit reports, Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “As April flash PMI ticked higher, this suggests that the earlier easing measures have started to … Continue reading →

Posted in China, Manufacturing | Tagged , , , | Leave a comment

Is the correction over, Mr. Fibonacci?

Posted on April 12, 2012 by macromon

Wow!  Who said this business was easy? After clear breaks of their short-term uptrend and 50-day moving averages,  the major U.S. equity indices have staged a powerful two day rally off their Tuesday intraday lows.   Many were caught off guard … Continue reading →

Posted in China, Equities, Technical Analysis | Tagged , , , , , | 4 Comments