Tag Archives: China

Where Now, Dr. Copper?

Posted on March 28, 2012 by macromon

In prior posts we’ve noted copper is key to divine where the Chinese and global economy are headed.  It was down almost 2 percent today and at key short-term support and its 200-day moving average.  It’s tracing out a descending … Continue reading →

Posted in Commodities, Economics | Tagged , , | 1 Comment

Watch Dr. Copper

Posted on March 25, 2012 by macromon

Copper is at a key level and its direction may indicate where global equity and risk markets are headed in the next few weeks.  A break through short-term support may signal deeper problems in China’s economy. We’re pretty bearish short-term … Continue reading →

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

Ugly Chart Contest: Safe Haven Swan Diving

Posted on March 19, 2012 by macromon

There’s something happening here What it is ain’t exactly clear…. Everybody look what’s going down – For What It’s Worth – Buffalo Springfield,  circa 1967 The former safe havens – U.S. treasury bonds, gold, and the Japanese yen — have … Continue reading →

Posted in Black Swan Watch, Bonds, Currency, Dollar, Economics, Gold, Japan | Tagged , , , , , | 2 Comments

China’s Depressed Animal Spirits

Posted on March 19, 2012 by macromon

Here’s a report from Al Jazeera’s Rob McBride in Hong Kong.   We’re trying to diversify our China media sources in response to suggestions from our readers in Asia.   The caption to the video reads, China’s strong consumer base has kept … Continue reading →

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

Stratfor: China’s Trade Deficit

Posted on March 16, 2012 by macromon

(click here if video is not observable)

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

Range Bound S&P500: Stalling or Consolidating?

Posted on March 11, 2012 by macromon

A couple of interesting charts of the S&P500, which frame the recent trading action. Short-term the S&P500 is in a trading range of 1340-1378 and looks to be working off severe overbought conditions with a healthy consolidation.  This seems to … Continue reading →

Posted in Equities | Tagged , , , | 3 Comments

Shanghai Court Gives Apple Green Light to Sell iPad

Posted on February 27, 2012 by macromon

(click here if video is not observable)

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

China Flash PMI At 4-month High

Posted on February 21, 2012 by macromon

From today’s Markit release, Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “Growth remains on track of slowdown, despite the marginal improvement in the headline flash … Continue reading →

Posted in China, Economics | Tagged , , | 1 Comment

Stratfor: Why is Tibet Important to China?

Posted on February 20, 2012 by macromon

Good stuff from Stratfor. (click here if video is not observable)

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

The New Normal: Resource Poaching

Posted on February 5, 2012 by macromon

Guess we should get used to it. (click here if video is not observable)

Posted in China, Crude Oil, Geopolitical, Japan | Tagged , , , | 1 Comment