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Category Archives: China
The Bigs Break
More breaks in the big indices as the S&P500 and Dow have violated their short-term uptrend. The Dow closed below its 50-day moving average today for the first time since mid-December, which was a vicious bear trap. Doesn’t seem like … Continue reading
Posted in China, Equities, Euro, Eurozone Sovereign Spreads, Sovereign Debt, Sovereign Risk, Technical Analysis
Tagged China, Dow, Earnings, S&P500, Spain
2 Comments
China: The Ka-Ching Dynasty
…within 10 years, half the world’s billionaires will come from China. While other countries are in panic mode over their stagnant economies, here they’re making money and they’re flaunting it. (click here if video is not observable)
Good Perspective on China’s Dueling PMIs
Good stuff at European CNBC this morning. The markets had their doubts on China’s conflicting PMIs early this morning, especially after the Eurozone PMI confirmed weakness. Didn’t last long, however, after U.S. ISM manufacturing came in better than expected, … Continue reading
Posted in Black Swan Watch, China
Tagged China, Chris Patten, Economy, Jonathan Fenby, manufacturing, Snake Tails, Tiger Head, Trusted Sources
1 Comment
China’s Dueling PMIs: Official Expands, HSBC Contracts
The markets must make a choice on Monday as to what China Purchasing Managers’ Index — official or the HSBC — they want to focus on and believe. The official data released today by National Bureau of Statistics shows the … Continue reading
China and Brazil Equity Markets Rolling Over
The Brazilian Bovespa, which has been one the best performing global equity indices in 2012, looks like it’s rolling over. It was down 1.62 percent today and closed below its 50-day moving average for the first time this year. Brazil’s … Continue reading
Posted in Black Swan Watch, BRICs, China
Tagged Bovespa, Brazil, China, Shanghai Composite
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Watch Dr. Copper
Copper is at a key level and its direction may indicate where global equity and risk markets are headed in the next few weeks. A break through short-term support may signal deeper problems in China’s economy. We’re pretty bearish short-term … Continue reading
Posted in Black Swan Watch, China, Commodities, Economics
Tagged China, Copper, Hard Landing
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China HSBC Flash PMI At 4-Month Low
The HSBC Flash China Manufacturing PMI is showing further contraction. Could worries over China slowing, coupled with renewed jitters in Europe, be the catalyst for the long awaited correction in global equities? That’s how we’re positioned, but recognize it’s a … Continue reading
Posted in Black Swan Watch, China, Economics
Tagged China PMI, Correction, HSBC, Stock Market
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Charlie Rose: China’s Macro Challenges
Excellent group discussion on doing business in China and the macro challenges facing the country. The panel has experience and great perspective, especially Ian Bremmer of the Eurasia Group, who has an interesting view on China’s transition to a domestic … Continue reading
Posted in Black Swan Watch, China
Tagged Business in China, Charlie Rose, David Novak, Ian Bremmer, John Mack, Zhang Xin
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China’s Depressed Animal Spirits
Here’s a report from Al Jazeera’s Rob McBride in Hong Kong. We’re trying to diversify our China media sources in response to suggestions from our readers in Asia. The caption to the video reads, China’s strong consumer base has kept … Continue reading
Posted in Black Swan Watch, China
Tagged China, Diamonds, Gems, Hard Landing, Real Estate Bubble, Wine Bubble
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Global Macro Monitor 