Category Archives: China

McSwan Watch: Soros – China Risks ‘Hard Landing’

Posted on June 15, 2011 by macromon

George Soros was on the tape warning China is losing its grip on inflation.  Bloomberg reports, China has missed its opportunity to stem inflation and may now risk a hard landing, billionaire investor George Soros said. The world’s second-largest economy … Continue reading →

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

Jackie Moon’s Lehman Moment

Posted on June 12, 2011 by macromon

We love allegories.  The Wizard of Oz was, many believed, an allegory  of the political and economic times of the 1890s.  Wikipedia observes the “Yellow Brick Road” represented the gold standard, and “the silver slippers the Silverite sixteen to one … Continue reading →

Posted in China, Economics, Uncategorized | Tagged , , | 5 Comments

Sino Support Levels

Posted on June 12, 2011 by macromon

The China story is under pressure and weighing on the markets.   We shall soon find out if Jim Chanos is correct and how robust the Asian economy is as credit driven bubbles begin to burst.   Watch these important weekly levels … Continue reading →

Posted in Charts, China, Global Stock Performance | Tagged , | 3 Comments

Chanos: “Not bearish enough on China”

Posted on May 25, 2011 by macromon

Wonder what the Goldie commodity traders think when they listen to Jim Chanos?  Or do they?  Think or listen? (click here if video is not observable)

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

Chart of the Day: Dr. Copper Falls Through the Ice

Posted on May 5, 2011 by macromon

Dr. Copper broke through its support at 4.10 and is below 4.00 for the first time since early December.   Lots of flakes in this chart as head and shoulder patterns are ubiquitous.   Copper is a very crowded trade and some … Continue reading →

Posted in Black Swan Watch, China, Commodities, Credit, Currency, Dollar, Monetary Policy | Tagged , , | 3 Comments

First Three Days in May

Posted on May 4, 2011 by macromon

The equity market has made a little bit history in the first three days in May.  Only four other times in the last fifty years has the S&p500 opened May with three consecutive down days. Bespoke did some great work … Continue reading →

Posted in Bonds, China, Equities | Tagged , , , | 3 Comments

Charts of the Day: Asian Credit Bubble?

Posted on May 3, 2011 by macromon

Great chart from Deustche Bank of Asian home prices indexed to Jan’07.   It’s becoming increasingly clear, at least to us, that a big part of Asia is in massive credit/asset bubble and as monetary tightening plays out their day of … Continue reading →

Posted in Black Swan Watch, Bonds, China, Commodities, Credit, Crude Oil, Currency | Tagged , | Leave a comment

WalMart Says “Serious Inflation” Cometh

Posted on April 1, 2011 by macromon

Last week we wrote you better “prepare for sticker shock at WalMart, the Gap, and Costco in the near future.”  In our post,  Inflation Cometh: The End of Cheap Chinese Goods, we cited Li Fung, which sources goods for WalMart,  declaring … Continue reading →

Posted in China, Economics, Monetary Policy | Tagged , , | 1 Comment

Inflation Cometh: The End of Cheap Chinese Goods

Posted on March 24, 2011 by macromon

We  posted yesterday about the end of Chimerica and have written several pieces on the rapid increase in Chinese manufacturing wages and end of the secular disinflation caused by the entry of the country’s labor force into the global economy.   … Continue reading →

Posted in China, Commodities, Employment, Policy | Tagged , , , | 4 Comments

China’s Collasping Demographic and the End of Chimerica

Posted on March 23, 2011 by macromon

…by far the most massive falloff in young manpower is set to take place in China. Over the next 20 years, by the Census Bureau‘s projections, this key working age group will be falling in China by fully 100 million … Continue reading →

Posted in China, Demographics, Economics, Geopolitical | Tagged , , , | 4 Comments