Category Archives: China

China to Resume Shipping Rare Earth Minerals – NY Times

Posted on October 28, 2010 by macromon

The NY Times is reporting China has ended its Rare Earth export embargo just shortly after Secretary of State Clinton announced she would question the policy on her upcoming visit.  Interesting, China never admitted to export restrictions. As expected the … Continue reading →

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Rare Earth Day 3.0

Posted on October 27, 2010 by macromon

The Rare Earths continue to rock today in a down market as the story unfolds.  Germany announced yesterday the rare earth supply shortage is starting to hit their industrial base.  The Chinese canceled a three-way high level meeting with Japan … Continue reading →

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Did the Chinese Drop a Rare Earth Trade Bomb?

Posted on October 20, 2010 by macromon

Call us paranoid, but what would you conclude from the following headlines: Oct. 15:  U.S. launches trade investigation into China’s green tech sector – Xinhua Oct 19:  China to limit exports of ‘rare earth’ minerals vital to energy tech – … Continue reading →

Posted in Black Swan Watch, BRICs, China, Currency, News, Policy, Politics, Sovereign Risk | Tagged , | 1 Comment

Rare Earth Stocks Up Big on China Restrictions

Posted on October 19, 2010 by macromon

China announced further limits on its Rare Earth exports today.  The country controls 97 percent of the world’s supply, which are critical for hi-tech products, including smart phones, hybrid and electric vehicles,  and cruise missiles.   Hard to read if … Continue reading →

Posted in China, Commodities, Currency, Geopolitical, Politics, Rare Earth Elements, Sovereign Risk, Uncategorized | Tagged , , , , | 2 Comments

“Emerging markets at risk from a gigantic bubble” – FT

Posted on October 19, 2010 by macromon

In case you missed it,  great FT piece by Peter Tasker of Argus Research about asset bubbles in Japan and China and the role of FX policy.  It’s all about Macro these days, The message is clear. It wasn’t the … Continue reading →

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Fed creating “grave distortions” – Brazil Central Bank

Posted on October 18, 2010 by macromon

Brazil is considering additional measures to keep the Real from appreciating  any further.  We like the Economist’s Big Mac Index, which is based on the concept of purchasing-power parity, to get a sense of the over/undervaluation of a currency.  The … Continue reading →

Posted in Black Swan Watch, Bonds, BRICs, China, Commodities, Currency, Geopolitical, Gold, Monetary Policy, News, Policy, Politics, Sovereign Risk | Tagged , , , , , | Leave a comment

Chinese Solar Spanked on US Trade Rep Announcement

Posted on October 15, 2010 by macromon

Holders of Chinese solar stocks got a little taste of what a trade war could feel like.  Trina Solar fell more than 9 percent as U.S. Trade Representative, Ron Kirk, announced his office has launched an investigation into the Chinese … Continue reading →

Posted in Black Swan Watch, BRICs, China, Currency, Equities, Policy, Politics, Sovereign Risk | Tagged , , , , , | 2 Comments

Beijing’s $2.18 Big Mac and $1,400 GOLDen Arches?

Posted on October 14, 2010 by macromon

The Economist updated their Big Mac Index, which measures currency misalignments based on purchasing-power parity.  We just used the Big Mac Index this past weekend in our recent posts,  Rio’s $5.00 Big Macs and Geithner’s Naughty List.   Here is what … Continue reading →

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“All that liquidity ends up not where it is supposed to be…”

Posted on October 13, 2010 by macromon

Great CNBC interview (click for video) with British historian, Niall Ferguson.  It’s worth the 5 minutes of your time.  We’re amazed how well Ferguson understands the global economy and articulates the risks better than many trained economists.   Money quotes: “There … Continue reading →

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Apple Closes Over $300

Posted on October 13, 2010 by macromon

Apple closed over $300 today and is now worth close to $275 BN.   How big is Apple? Its market cap is larger than 150 of the 183 countries monitored by the IMF.  This is the most important company and … Continue reading →

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