Category Archives: China

The People’s Republic of The Future

Posted on August 27, 2019 by macromon

Great watch… When it comes to technology, Shenzhen may well be the most fascinating city in the world. It makes the majority of our electronics. It clones the best technology Silicon Valley has to offer with ease. And, these days, … Continue reading →

Posted in China, Video | Tagged , , | 13 Comments

Who Is Winning The Trade War?

Posted on July 17, 2019 by macromon

China on Wednesday urged the Trump administration to “make up its mind” about reaching a trade deal with Beijing, warning that additional tariffs could send negotiations further off track. — South China Morning Post, July 17 We state emphatically, Nobody … Continue reading →

Posted in China, Trade War, Uncategorized | Tagged , | 2 Comments

Huawei’s American Suppliers Set To Rock The Casbah, Or Not?

Posted on June 30, 2019 by macromon

Here are some of the top American suppliers to Huawei that should Rock the Casbah in Monday trading after Trump’s rethink the Chinese company is a national security risk. It’s still not clear what the Trump-Xi Osaka handshake and agreement mean, … Continue reading →

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US and China relationship has forever changed

Posted on June 24, 2019 by macromon

At times you will still see some volatility, says Catherine Yeung, investment director at Fidelity International.  – CNBC International

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When 50 Percent Of U.S. Households Were Insolvent

Posted on June 18, 2019 by macromon

Not that long ago, by the way. My good friend, David Jones, sent over some new data this past weekend.  We have been busy. Our First Take Not a lot of prose tonight as we will let the data and … Continue reading →

Posted in China, Economics, Policy, Politics, Uncategorized | Tagged , , , | 1 Comment

Will The S&P Hold The Line?

Posted on May 23, 2019 by macromon

Will the S&P hold its May 13th low of this current sell-off at 2801.43? Glad you asked.   The market is currently trading at its low of the day, 5 points above that support level. Tuesday’s Post The stock market took … Continue reading →

Posted in China, Equity, Politics, S&P500, Uncategorized | Tagged , , | 2 Comments

Stress Testing Apple

Posted on May 22, 2019 by macromon

Goldman finally getting around to stress testing Apple as the trade war escalates.  They are out today warning Apple is in a world of hurt if China targets the iPhone maker in the trade war. The U.S.-China trade war could … Continue reading →

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The Case For Free Trade

Posted on May 11, 2019 by macromon

The Marxists and Socialists are winning the day, folks.   Apologies for the simpleton buzzwords but they are all the rage these days. The escalation of the trade war is bad, bad, bad news and could if we are not careful, … Continue reading →

Posted in China, Economics, Trade War, Uncategorized | Tagged , , , | 2 Comments

On This Day In History: Opium War II Officially Begins

Posted on March 3, 2019 by macromon

March 3, 1857 – France and the United Kingdom declare war on China Opium Wars CHINESE HISTORY Opium Wars, two armed conflicts in China in the mid-19th century between the forces of Western countries and of the Qing dynasty, which ruled China from 1644 … Continue reading →

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The Elusive China Trade Deal

Posted on February 16, 2019 by macromon

Forbes asks the $382 billion question this morning,  Is A China Trade Deal Slipping Away? President Trump and Chinese leaders are trying to put a positive spin on their marathon trade talks, but the fact is that there is little … Continue reading →

Posted in China, Trade War, Uncategorized | Tagged , | 1 Comment