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Tag Archives: China
Global Risk Monitor: Weekly Update – May 16
Financial markets continued to rebound this week, buoyed by temporary trade de-escalations and looser financial conditions. However, beneath the surface of this rally lies a landscape of historically elevated valuations and persistent uncertainty. Market participants should temper optimism, as the … Continue reading
Global PMI: Growth at 17-month Low
Key Takeaways: Global economic growth slowed in April 2025, with the Composite PMI falling to 50.8—its lowest in 17 months and below the long-term average. Service sector expansion weakened significantly, while manufacturing remained tepid with only slight growth in consumer … Continue reading
Global Risk Monitor: Week in Review – March 28
Key Observations: New Tariff Impact: Trump announced a sweeping 25% tariff on all non-U.S.-made automobiles, sharply impacting global equity markets and especially hurting export-reliant sectors like autos in Europe and Japan. S&P 500 Breaks Technical Support: The S&P 500 has … Continue reading
Global Risk Monitor: Week In Review – January 31
The financial markets are poised for heightened volatility following President Donald Trump’s decision to impose broad tariffs on Mexico, Canada, and China. The move, which includes a 25% tariff on imports from Mexico and Canada and a 10% tariff on … Continue reading
Posted in Uncategorized
Tagged China, Economy, Federal Reserve, finance, Inflation, Interest rates, Investing, Politics, Stock Market, Tariffs
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The Taiwan Strait Getting Hot, Hot, Hot, Hotter…3.0
#CKStrong We are reposting a repost of a piece we did last September. Our sense is Mr. Xi is testing and doing the calculus if the U.S.is willing to fight WWIII over Taiwan. Taiwan and U.S. officials have expressed alarm … Continue reading
Posted in China, Geopolitical, Geopolitics, Global Stock Performance, Uncategorized
Tagged China, H.R. McMaster, Montenegro, Taiwan
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Straight Flush: The Taiwan Straight Beats The Straight Of Hormuz
As the stock market and the FOMO chasers remain unhinged from reality (3 standard deviations above mean valuations) about as much as the crowd we watched in horror invade the Capitol yesterday, it’s time to revert to a fundamental story … Continue reading
Posted in Uncategorized
Tagged China, Straight of Hormuz, Taiwan, Taiwan Semiconductor, Taiwan Strait
2 Comments
The Taiwan Strait Getting Hot, Hot, Hot…2.0
China has released video of a simulated air strike on the U.S. territory of Guam after Under Secretary of State @KeithJKrach visited Taiwan. More @business: https://t.co/je6XM6CaBE pic.twitter.com/YntkbIIQRJ — Bloomberg Originals (@bbgoriginals) September 21, 2020 We originally posted the following in … Continue reading
Posted in China, Geopolitical, Geopolitics, Global Stock Performance, Uncategorized
Tagged China, H.R. McMaster, Montenegro, Taiwan
5 Comments
China’s Industrial Output Plunges, GDP Headed For First Contraction On Record
China’s industrial output fell more than expected as the coronavirus shutdown factories, across the nation. Industrial output fell13.5% in January and February from a year earlier, versus a median estimate for a 3% contraction. Retail sales fell 20.5% in the … Continue reading
COTD: Coronavirus Risk To Manufacturing
The holiday is over, but few people are back in offices and factories…the effects of covid-19 will be like those of SARS in 2003: a sharp shock to Chinese growth, followed by a strong rebound. But SARS may not be a … Continue reading
Global Macro Monitor 