Category Archives: China

Xi Says Taiwan Will Be United With Mainland

Posted on January 1, 2019 by macromon

Bloomberg is reporting tonight, Chinese President Xi Jinping said Taiwan must be unified with the mainland to achieve his goal of completing the country’s rejuvenation. “China must and will be united, which is an inevitable requirement for the historical rejuvenation … Continue reading →

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The S&P Levels You Need To Know

Posted on December 3, 2018 by macromon

Interesting double-top, double bottom W forming in the S&P500.   In honor of George H.W. and George W.?  Hmmm…… The futures were rejected right at key resistance in overnight trading, making a high at 2814.0 during in early morning pre-trading and … Continue reading →

Posted in China, Equities, Interest Rates, Monetary Policy, Uncategorized | Tagged , , , , | 17 Comments

China’s Top U.S. Auto Imports

Posted on December 2, 2018 by macromon

How global is this? Of the ten best selling U.S. auto exports to China, six are German cars.  The real world is not as simple and more complex than conventional impressions. Source:  Bloomberg China has agreed to reduce and remove … Continue reading →

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The Taiwan Strait Getting Hot, Hot, Hot…

Posted on October 21, 2018 by macromon

We posted the following in July after President Trump threw Montenegro under the bus. Taiwan may be about to get hot, hot, hot in the next year after last night’s Commander in Chief’s ambiguous message on defense treaties.  – GMM One … Continue reading →

Posted in Black Swan Watch, China, Uncategorized | Tagged , , | 24 Comments

Chinese Stocks Have Been Shanghaied

Posted on October 18, 2018 by macromon

Shanghai – term describing a type of kidnapping.  Back in the 17th and 18th century in back alleys behind orphanages and bars there were trap doors that were watched and opened on drunken people or wandering children, then the children or drunks were … Continue reading →

Posted in China, Equities, Uncategorized | Tagged , | 2 Comments

Free Ride Is Over: China & Japan Bailing On Treasuries

Posted on October 17, 2018 by macromon

We had a request to look at the annual change in foreign holdings of U.S. Treasury securities as an addendum to our post from last night. It’s clear the two largest foreign creditors to the United States government are pulling … Continue reading →

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Beijing: City of remarkable contrasts – EuroNews

Posted on September 3, 2018 by macromon

Beijing: City of remarkable contrasts… READ MORE : http://www.euronews.com/2018/08/31/be…

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US-China tariffs in numbers – FT

Posted on August 27, 2018 by macromon

As another round of tariffs are imposed by both countries in the trade war, the FT takes a look at some key facts and figures, as well as the types of goods affected Subscribe to FT.com here: http://bit.ly/2GakujT

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

China’s FX Reserves Increase

Posted on August 7, 2018 by macromon

#China’s FX reserves surprisingly rose a for 2nd straight month to $3,118bn in Jul, from $3,112bn despite falling Yuan. Consensus had forecasted a drop to $3,107bn. pic.twitter.com/OFCEL4PaZw — Holger Zschaepitz (@Schuldensuehner) August 7, 2018

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Beijing police shut down P2P lending demonstration

Posted on August 6, 2018 by macromon

China has been at the center of the rise of FinTech firms since the Great Financial Crisis (GFC).  Some of these firms have become huge. Watch this space. In the United States, the majority of lenders rely on FICO scores … Continue reading →

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