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Recent Posts
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Tag Archives: China
The Chart That Keeps Us Up At Night
The only major global equity index which we monitor — and it is a big one – that is down for the year is the Shanghai Composite. The chart looks ugly and ready to break to new lows after its … Continue reading
China’s Slowing Economic Boat
(click here if video is not observable)
Air China: Hardly Landed or Landed Hard?
Take a look at Amrbose Evans-Pritchard’s latest piece on the Chinese economy. He quotes Charles Dumas of Lombard Street Research, “The hard landing has happened,” said Charles Dumas from Lombard Street Research. “We don’t believe official data. We think GDP … Continue reading
China: The SIC BRIC
Great Ted talk titled, Behind the Great Firewall of China. China has 500 million internet users so it’s worth a listen. Michael Anti (aka Jing Zhao) has been blogging from China for 12 years. Despite the control the central government has … Continue reading
Posted in China, Technology
Tagged China, Great Firewall, Jing Zhao, Michael Anti, Ted Talks
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Will the smelly macro eat the micro?
Ugly macro as the three swans are back with a vengeance. China hard landing fears; Eurozone debt and banking crisis (say it ain’t so, Mario!); and fears of a rapidly slowing U.S. economy. Are the swans in the latest quarterly … Continue reading
Posted in Banking, Black Swan Watch, Earnings, Economics, Equities, Euro, Technical Analysis
Tagged China, Earnings, European Sovereign Debt Crisis, S&P500, U.S. Recession
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Shanghai Composite Approaching Key Support
Here’s one ugly chart. The Chinese government reported imports rose just 6.3 percent last month from a year earlier, less than half the 12.7 percent expected increase. No doubt this reflects softening domestic demand in the world’s second largest economy … Continue reading
Posted in Black Swan Watch, China, Technical Analysis
Tagged China, Current Account, Imports, Shanghai Composite
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China Inflation at 29-month Low
Bloomberg reports, China’s consumer-price inflation eased to a 29-month low in June, giving Premier Wen Jiabao more room to relax economic policies after the second interest-rate cut in a month. The consumer price index rose 2.2 percent from a year … Continue reading
Global PMI At Three-Year Low
Markit reported the JP Morgan Global Manufacturing PMI fell to 48.9, the fasted rate of contraction since May 2009. Led by weak growth in the U.S. rates of decline accelerated in China, Brazil, and Vietnam. Japan, Taiwan, and South Korea … Continue reading
Posted in Economics, PMIs
Tagged China, Eurozone, Global PMI, Japan, Korea, Taiwan, U.S.
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Stratfor: China’s Massive Port Expansion
(click here if video is not observable)
HSBC Flash China PMI At 7-Month Low
Here’s the first piece of today’s data dump from Markit that hammered the markets and Mr. Risk. Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “China’s … Continue reading
Posted in Black Swan Watch, BRICs, China, Economics
Tagged China, Economy, HSBC Flash PMI
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Global Macro Monitor 