Tag Archives: China

General Apple Takes Charge Amidst Rumors Of Better World

Posted on May 21, 2012 by macromon

Always a decent sign when General Apple leads the market, trading up over $33 (6+ percent) including the move in after hours.  Note the nice bounce off and failure to close below its the 100-day.  There’s the next line in … Continue reading →

Posted in Apple, Equities | Tagged , , , | Leave a comment

Dropping Like a BRIC: Bovespa Turns Negative For Year

Posted on May 15, 2012 by macromon

After leading global equity markets for the first two months of the year,  the Brazilian Bovespa has fallen like a BRIC since hitting its 68,970 high on March 14th.  We noted the index broke its 200-day yesterday and with today’s … Continue reading →

Posted in Black Swan Watch, BRICs, Commodities | Tagged , , , , | 5 Comments

Longs Send Out Mayday As ISM NMI Disappoints

Posted on May 3, 2012 by macromon

Noisy markets.  Noisy data. Buckle up for tomorrow’s big one. Today’s action was just the opposite of our May Day post when shorts got their manhood caught in a bear trap.   Though we believe markets are a little too … Continue reading →

Posted in Economics, Equities | Tagged , , , , , | Leave a comment

HSBC Flash China PMI Still Contracting

Posted on April 22, 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: “As April flash PMI ticked higher, this suggests that the earlier easing measures have started to … Continue reading →

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

The Bigs Break

Posted on April 9, 2012 by macromon

More breaks in the big indices as the S&P500 and Dow have violated their short-term uptrend.   The Dow closed below its 50-day moving average today for the first time since mid-December, which was a vicious bear trap.   Doesn’t seem like … Continue reading →

Posted in China, Equities, Euro, Eurozone Sovereign Spreads, Sovereign Debt, Sovereign Risk, Technical Analysis | Tagged , , , , | 2 Comments

China: The Ka-Ching Dynasty

Posted on April 9, 2012 by macromon

…within 10 years, half the world’s billionaires will come from China.  While other countries are in panic mode over their stagnant economies, here they’re making money and they’re flaunting it. (click here if video is not observable)

Posted in China | Tagged , , , | 3 Comments

Good Perspective on China’s Dueling PMIs

Posted on April 2, 2012 by macromon

Good stuff at European CNBC this morning.  The markets had their doubts on China’s conflicting PMIs early this morning, especially after the Eurozone PMI confirmed weakness.   Didn’t last long, however, after U.S. ISM manufacturing came in better than expected, … Continue reading →

Posted in Black Swan Watch, China | Tagged , , , , , , , | 1 Comment

China’s Dueling PMIs: Official Expands, HSBC Contracts

Posted on April 1, 2012 by macromon

The markets must make a choice on Monday as to what China Purchasing Managers’ Index — official or the HSBC — they want to focus on and believe. The official data released  today by National Bureau of Statistics shows the … Continue reading →

Posted in Black Swan Watch, BRICs, China | Tagged , , , | 3 Comments

Building the New World Order: BRIC By BRICS

Posted on March 31, 2012 by macromon

(click here if video is not observable)

Posted in BRICs, Geopolitical | Tagged , , , , , , | Leave a comment

China and Brazil Equity Markets Rolling Over

Posted on March 28, 2012 by macromon

The Brazilian Bovespa, which has been one the best performing global equity indices in 2012,  looks like it’s rolling over.   It was down 1.62 percent today and closed below its 50-day moving average for the first time this year.   Brazil’s … Continue reading →

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