Tag Archives: China

Tweet el Xi and Tweet el Jung?

We are a bit confused about last night’s POTUS tweet asking China to remove tariffs immediately on agricultural products.   We know the president is under tremendous pressure from farmers who are losing their arse and their farms in his trade … Continue reading

Posted in President Trump, Trade War, Uncategorized | Tagged , , , | 3 Comments

The Elusive China Trade Deal

Forbes asks the $382 billion question this morning,  Is A China Trade Deal Slipping Away? President Trump and Chinese leaders are trying to put a positive spin on their marathon trade talks, but the fact is that there is little … Continue reading

Posted in China, Trade War, Uncategorized | Tagged , | Leave a comment

China’s Pushback In Trade Talks Over Sovereignty

Bingo! Note our comment from an earlier post this evening, Seriously, folks,  do you really think the Middle Kingdom, with all its history and past glory, after climbing back to global superpower status, is now going to cave and give … Continue reading

Posted in Trade War, Uncategorized | Tagged , | Leave a comment

The Trade Cascade…

The genius market pundits are/will attribute today’s modest decline to the following trade tape bomb from CNBC, Trump is ‘highly unlikely’ to meet Chinese President Xi before March trade deadline  – CNBC Sorry, the Dow was already down 250 points … Continue reading

Posted in Trade War, Uncategorized | Tagged , , | 1 Comment

Inside China’s High-Tech Dystopia – Bloomberg

In part three of Hello World Shenzhen, Bloomberg Businessweek’s Ashlee Vance heads out into a city where you can’t use cash or credit cards, only your smartphone, where AI facial-recognition software instantly spots and tickets jaywalkers, and where at least … Continue reading

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

Week In Review – January 25

Summary Modest gains for most risk markets last week Big rallies in Turkey and Mexico bond markets. Mexico inflation comes in better than expected Some weakness in lower-end of U.S. credit.  See our post on the corporate bond market. Euro … Continue reading

Posted in Uncategorized, Week in Review | Tagged , , , , , , , , | Leave a comment

Inside China’s Future Factory

Over the past 40 years, the fishing village of Shenzhen has been reborn as a futuristic metropolis bursting with factories. Bloomberg Businessweek’s Ashlee Vance travels to the heart of China’s tech revolution to witness this new reality firsthand, as part … Continue reading

Posted in China, Manufacturing, Uncategorized | Tagged , , , | Leave a comment

Ten Good Weekend Reads

  Volatility: how ‘algos’ changed the rhythm of the market – FT Shelter From the Storm in 2019, Barry Eichengreen – Project Syndicate Seoul bears bad news for the globe – Nikkei Asian Review As China’s economy gets the chills, … Continue reading

Posted in Uncategorized, Weekend Reads | Tagged , , , , , , , | 2 Comments

Hmmmm…

I’m focused on the picture in the People’s Daily tweet.  Are those what I think they are? China has been keeping its promises to uphold environmental protection since the first global commitment in 1972. Over 40 years gone by since … Continue reading

Posted in Black Swan Watch, China, Uncategorized | Tagged , | Leave a comment

Why Communist China Has So Many Billionaires – Bloomberg

By one estimate, China mints a new billionaire every two days, far exceeding the rate of countries like the United States. But how did China remain a nominally Communist state while becoming a hotbed for billionaires-in-the-making? Bloomberg QuickTake explains how … Continue reading

Posted in China, Uncategorized | Tagged , , , | Leave a comment