Category Archives: China

The Ugly Chart Contest

Posted on December 11, 2011 by macromon

Here’s a couple ugly charts we’re monitoring:   China’s Shanghai Composite stock index and Commodity Research Bureau Index (CRB).   Do you think there’s causality here?  Remember the “China is buying/hoarding every commodity” story? Both are at key support levels.    … Continue reading →

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

House Prices Plunge in Chinese Ghost City

Posted on December 5, 2011 by macromon

Could this be part of the reason the Shanghai was the only major index we track that was down last week? (click here if video is not observable)

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

Wall Street BSDs Not the Only Seeing Bonus Cuts

Posted on November 22, 2011 by macromon

Talk about the bookends of the global economy.   After viewing the video think about what a joke an offense it is to ask China to bail out Europe. (click here if video is not observable)

Posted in China | Tagged , | 1 Comment

China’s Credit Bubble

Posted on November 20, 2011 by macromon

Just a  follow up to our last post.  This chart from the IMF illustrates how China was able to skirt — in relative terms — the deep economic contraction by generating a huge expansion in domestic credit and increase in … Continue reading →

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

Chinese Export Outlook Grim, Could Spark General Slowdown

Posted on November 20, 2011 by macromon

The question is will China embark on another massive state led credit expansion to offset the decline in exports as they did in 2008-09?   We have our doubts. (click here if video is not observable)

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Surprising Global Demographic Trends

Posted on November 3, 2011 by macromon

Digging through some old IMF publications last night we came across this little nugget of data on global demographic trends that really caught us by surprise.   When most think about Asia x/Japan they picture a young dynamic growing population ready … Continue reading →

Posted in China, Demographics, Economics, General Interest, Japan | Tagged , , , | 1 Comment

China’s official PMI records lowest reading since February 2009

Posted on October 31, 2011 by macromon

CNBC reports, China’s big factories ran at their slowest pace in almost three years in October as new orders and exports slowed, but smaller firms are showing signs of a fight back against a deteriorating global backdrop, purchasing managers indexes … Continue reading →

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China Appoints New Financial Regulators

Posted on October 31, 2011 by macromon

(click here if video is not observable)

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Protests as Shanghai Property Values Plunge

Posted on October 26, 2011 by macromon

(click here if video is not observable)

Posted in China, Real Estate | Tagged , , , | 1 Comment

China’s Rail Expansion Faces Funding Squeeze

Posted on October 24, 2011 by macromon

(click here if video is not observable)

Posted in China | Tagged , , , | 1 Comment