Category Archives: China

China’s Property Bust Could “Fatally Impact” the Economy

Posted on December 26, 2011 by macromon

Keep this on your 2012 radar. (click here if video is not observable)

Posted in China, Housing | Tagged , , | 1 Comment

China Real Estate Prices Fall in November

Posted on December 21, 2011 by macromon

(click here if video is not observable)

Posted in Black Swan Watch, China | Tagged , , | 1 Comment

China’s Financial Architecture

Posted on December 19, 2011 by macromon

Here’s what we will be reading over the holiday,  Red Capitalism: The Fragile Financial Foundation of China’s Extraordinary Rise, which Bloomberg named as one of the top business books of 2011.  Our sense is China’s financial sector will be on … Continue reading →

Posted in China, Housing, Inflation/Deflation | Tagged , , | 1 Comment

The 2012 Blind Side: China’s Housing Bust

Posted on December 19, 2011 by macromon

As the world’s attention focuses on the death of Kim Jong Il and shorts keep piling up in the Euro,  China’s real estate bubble appears to have finally burst.   This is the one macro swan that could really smack developed … Continue reading →

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

Week in Review: Will Santa Keep Stocks on the Naughty List?

Posted on December 18, 2011 by macromon

In a low volume market with almost no liquidity anything can happen.  In the past few days there have been sellers of the S&P500 at the 50-day moving average, however,  and the market will need a catalyst to bust it … Continue reading →

Posted in Black Swan Watch, China, Week in Review | Tagged , , , , , , | 2 Comments

China’s Wukan Protests: This Time is Different

Posted on December 15, 2011 by macromon

As the world prepares to ring in the New Year, we read the headlines and watch the news and the words of W.B. Yeats keep ringing louder in our ear, Things fall apart; the centre cannot hold; Mere anarchy is … Continue reading →

Posted in Black Swan Watch, China | Tagged , | 7 Comments

HSBC China Flash PMI Contracts At Slower Rate

Posted on December 14, 2011 by macromon

(click here if chart is not observable)

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China’s Deflating and ‘Eerily Similar’ Housing Bubble

Posted on December 13, 2011 by macromon

Wow!  Check out this. In January we compared the U.S. and China stimulus, In the U.S., the central bank printed and created money through the expansion of its balance sheet.  In China, the government pressured the  banks to create money … Continue reading →

Posted in Black Swan Watch, China, Commodities, Credit, Sovereign Debt, Sovereign Risk | Tagged | 2 Comments

China’s Faces Manufacturing Downturn

Posted on December 13, 2011 by macromon

China’s manufacturing sector slowing down affecting thousands of factories already on the brink.   Export growth will slow to a two-year low of just 11 percent in November, well off the year’s peak of 38 percent.   Exports to the European Union, … Continue reading →

Posted in China, Sovereign Debt, Sovereign Risk | Tagged , , , | Leave a comment

China’s Deflating Housing Bubble

Posted on December 12, 2011 by macromon

Much of China’s rapid credit — 33 percent in 2009 — as part of its massive stimulus program was directed into nonproductive sectors.   Balance sheet risks have increased.   Sound familiar? This could be next year’s big bad story.    Commodities … Continue reading →

Posted in Black Swan Watch, China, Commodities | Tagged , , | 1 Comment