Tag Archives: China

Charlie Rose: James Fallows on China’s Economy

Posted on June 19, 2012 by macromon

Interesting interview with the Atlantic correspondent, James Fallows, on China’s economic future.  He views China in the framework of his new book,  China Airborne, and talks about how the country is trying to transform itself by supporting certain industries.    An … Continue reading →

Posted in China | Tagged , , , | 1 Comment

OECD leading indicators point to diverging economic activity

Posted on June 11, 2012 by macromon

The OECD reported today, Composite leading indicators (CLIs), designed to anticipate turning points in economic activity relative to trend continue to point to divergence between economies. The CLIs for Japan, the United States and Russia continue to signal improvements in … Continue reading →

Posted in Black Swan Watch, BRICs, China | Tagged , , , , , | 2 Comments

Stratfor – Mongolia’s Geographic Challenge

Posted on June 6, 2012 by macromon

(click here if video is not observable)

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Reuters – Top Five Risks to China’s Economy

Posted on June 5, 2012 by macromon

(click here if video is not observable)

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Stratfor: China’s Continuing Challenges

Posted on June 3, 2012 by macromon

(click here if video is not observable)

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Picture of the Day: Raining on the Risk On Parade

Posted on June 1, 2012 by macromon

This mural in Poland encapsulates the global markets today.  It’s raining pouring on the risk-on trade. The markets were hit by a hat-trick of three Macro Swans coming home to roost — fears of: 1) China hard landing;  2)  Eurozone … Continue reading →

Posted in Black Swan Watch, Picture of the Day | Tagged , , , , | 2 Comments

China’s Fledging Wine Market

Posted on May 29, 2012 by macromon

Recall our post a few years back about the wine bubble developing in Hong Kong. Although most of the new demand has a mainland-China connection, there have been buyers from South Korea, Japan, Indonesia and Thailand, all of which still … Continue reading →

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About that other 800 pound Macro Swan in the room…

Posted on May 24, 2012 by macromon

Good stuff from the Economist’s cover story and 14-page special report on China’s economy.  Run, don’t walk, to read it.  Here’s a taste, CHINA’S weight in the global economy means that it commands the world’s attention. When its industrial production, … Continue reading →

Posted in Black Swan Watch, BRICs, China | Tagged , , , | 2 Comments

China Flash PMI Deteriorates to 48.7, At Two-Month Low

Posted on May 23, 2012 by macromon

Markit reports, Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “Manufacturing activities softened again in May, reflecting the deteriorating export situation. This calls for more aggressive … Continue reading →

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Commodities in the Kamode

Posted on May 23, 2012 by macromon

Commodities are breaking hard.  Who knows where they bounce, but it does feel a bit overdone here.  Note the chart illustrates when the CRB is this oversold — an RSI reading of around 20 — it sets up for a … Continue reading →

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