Category Archives: China

Charts That Count: Another China Crisis? – FT

Posted on July 19, 2018 by macromon

China’s currency has devalued sharply against the dollar in recent weeks. The last time China surprised the markets with a devaluation, in the summer of 2015, it prompted a global sell-off of risk assets. John Authers discusses why China’s currency … Continue reading →

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The Day “Strategic Ambiguity” Died

Posted on July 18, 2018 by macromon

The hits just keep on coming. There is a new sheriff in town, the old order is crumbling, and we are afraid the world is going to become much more unstable in the next few years.  Assets markets are incapable … Continue reading →

Posted in China, Geopolitical, Trade War, Uncategorized | Tagged , , | 36 Comments

China hits back at Trump’s tariffs – FT

Posted on July 9, 2018 by macromon

Money quote:  “…steady escalation…” Beijing accused Donald Trump of “trade bullying” as it imposed retaliatory tariffs against new US duties on $34bn of Chinese imports. The FT’s world trade editor, Shawn Donnan, reports from Washington DC about the consequences of … Continue reading →

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Tweet of the Day: Double Yikes!

Posted on July 6, 2018 by macromon

Unqualified term “war”?   Tell us it ain’t so, Ray Dalio! Remember the Great War with Japan started with trade tensions in response to the country’s agression in Manchuria, among other regions, Tokyo and Washington negotiated for months leading up … Continue reading →

Posted in China, Economics, Japan, Trade War, Uncategorized | Tagged , , , , , | 17 Comments

QOTD: North Korea Deal Or China Deal?

Posted on June 19, 2018 by macromon

In Beijing’s worldview, everything’s connected. Kim Jong-un was in Beijing Tuesday talking strategy with Xi; there frankly won’t be a deal between North Korea and the U.S. without the Chinese leader’s blessing. So what does Trump want more: a “deal” … Continue reading →

Posted in China, Geopolitical, Uncategorized | Tagged , , , | 3 Comments

Kim Jong-un visits China following historic Trump summit

Posted on June 19, 2018 by macromon

North Korea’s leader met with Chinese President Xi Jinping on his third trip to Beijing since March. They were expected to discuss sanctions and the denuclearisation of the Korean peninsula.… READ MORE : http://www.euronews.com/2018/06/19/ki…

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China vs. U.S. trade war: Who would win?

Posted on June 15, 2018 by macromon

 

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

Nonlinear Thinking: The Robots Are Here

Posted on June 14, 2018 by macromon

Stunning… JD.com, a Chinese e-commerce gargantuan, has built a big new Shanghai fulfillment center that can organize, pack and ship 200,000 orders a day. It employs four people — all of whom service the robots. What’s going on: Welcome to … Continue reading →

Posted in China, Jobs, Uncategorized | Tagged , , , , | 3 Comments

Just to be clear….

Posted on May 21, 2018 by macromon

Markets are all lathered up over a China Trade deal?  WTF? Alternatively, is the market higher because of just the cessation of hostility and talk the trade war is now  “on hold.” Whatever the case, here is the exchange with … Continue reading →

Posted in Black Swan Watch, China, Uncategorized | Tagged , , | 21 Comments

Trump Wants A China Trade Deal – Bloomberg

Posted on May 14, 2018 by macromon

We have to begin collecting our bets on who would cave first.  Wasn’t it obvious? May14 — Eurasia Group President Ian Bremmer discusses President Donald Trump’s shift on trade with China after announcing on Twitter that he wants to help … Continue reading →

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