Category Archives: China

Living In Historical Rhymes

Posted on March 24, 2018 by macromon

Wow!  Just watched the October 16, 1987 Wall Street Week with Louis Rukeyser,which was the trading day eve (Friday night) before the Black Monday stock market crash.  Marty Zweig famously nailed it. The show ends with this eerily familiar exchange between … Continue reading →

Posted in China, Equities, Uncategorized | Tagged , , , | 7 Comments

Mr. Market Weakens U.S. Negotiating Position With China

Posted on March 22, 2018 by macromon

Last week we were thinking about pulling together a post using game theory to predict the outcome of the Trump administration’s tariff announcement.   JP Morgan beat us to it, however. More interesting is the JPM quant’s assertion that Trump will … Continue reading →

Posted in China, Equities, Uncategorized | Tagged , , | 21 Comments

Jack Ma: KFC Reject to Asia’s Richest Man – Bloomberg

Posted on March 21, 2018 by macromon

Great story. Jack Ma wasn’t born rich but now he is the richest man in Asia. This Bloomberg profile tells the story of how Ma started as a poor kid in China’s countryside, learned English, got rejected from a job … Continue reading →

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Country Trade Balances With U.S.

Posted on March 13, 2018 by macromon
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The Chinese Economy In 60 Seconds – FT Confidential

Posted on March 7, 2018 by macromon

https://twitter.com/FTConfidential/status/971425115912261633

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China’s Staggering Demand For Commodities

Posted on March 7, 2018 by macromon

Great chart from the Visual Capitalist brought to of us from our favorite Polish crude and rude trader,  the Skrypecker. Now you can see why the markets work themselves into a deflationary tizzy when China hits a speed bump.  

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

It’s On Like Donkey Kong…

Posted on March 6, 2018 by macromon

Now that Cohn is out it looks like game on for a new trade war.  You never know with Trump, however,  but Cohn’s departure is not a good signal. The British newspaper, City A.M., gives us a hint at how … Continue reading →

Posted in China, Economics, Uncategorized | Tagged , , , | 4 Comments

Big Brother Alive And Well And Living In China (Must View)

Posted on January 28, 2018 by macromon

This clip from the BBC is incredible and very disconcerting. We suspect this technology, and the use thereof, is not just limited to China but ubiquitous throughout Western countries.   Double yikes! China has been building what it calls “the … Continue reading →

Posted in Algos, Automation, China, Technology, Uncategorized, Video | Tagged , , , , | Leave a comment

China’s fake data masks economic rebound – FT

Posted on January 20, 2018 by macromon

Economic data are unlikely to reflect China’s revival because, as a series of admissions of falsified data attest, the true extent of the preceding downturn was never revealed. The country is on course to be the world’s largest economy by … Continue reading →

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IMF calls for China banks to boost capital buffers – FT

Posted on December 9, 2017 by macromon

The IMF has called on China’s banks to strengthen their capital buffers beyond global rule requirements in order to fortify themselves against the risk of an economic shock. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs  

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