Tag Archives: China

China Real Estate Prices Fall in November

Posted on December 21, 2011 by macromon

(click here if video is not observable)

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

China’s Wukan Protests: This Time is Different

Posted on December 15, 2011 by macromon

As the world prepares to ring in the New Year, we read the headlines and watch the news and the words of W.B. Yeats keep ringing louder in our ear, Things fall apart; the centre cannot hold; Mere anarchy is … Continue reading →

Posted in Black Swan Watch, China | Tagged , | 7 Comments

HSBC China Flash PMI Contracts At Slower Rate

Posted on December 14, 2011 by macromon

(click here if chart is not observable)

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China’s Faces Manufacturing Downturn

Posted on December 13, 2011 by macromon

China’s manufacturing sector slowing down affecting thousands of factories already on the brink.   Export growth will slow to a two-year low of just 11 percent in November, well off the year’s peak of 38 percent.   Exports to the European Union, … Continue reading →

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China’s Deflating Housing Bubble

Posted on December 12, 2011 by macromon

Much of China’s rapid credit — 33 percent in 2009 — as part of its massive stimulus program was directed into nonproductive sectors.   Balance sheet risks have increased.   Sound familiar? This could be next year’s big bad story.    Commodities … Continue reading →

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

Wall Street BSDs Not the Only Seeing Bonus Cuts

Posted on November 22, 2011 by macromon

Talk about the bookends of the global economy.   After viewing the video think about what a joke an offense it is to ask China to bail out Europe. (click here if video is not observable)

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China’s Credit Bubble

Posted on November 20, 2011 by macromon

Just a  follow up to our last post.  This chart from the IMF illustrates how China was able to skirt — in relative terms — the deep economic contraction by generating a huge expansion in domestic credit and increase in … Continue reading →

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

Chinese Export Outlook Grim, Could Spark General Slowdown

Posted on November 20, 2011 by macromon

The question is will China embark on another massive state led credit expansion to offset the decline in exports as they did in 2008-09?   We have our doubts. (click here if video is not observable)

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Surprising Global Demographic Trends

Posted on November 3, 2011 by macromon

Digging through some old IMF publications last night we came across this little nugget of data on global demographic trends that really caught us by surprise.   When most think about Asia x/Japan they picture a young dynamic growing population ready … Continue reading →

Posted in China, Demographics, Economics, General Interest, Japan | Tagged , , , | 1 Comment

China’s official PMI records lowest reading since February 2009

Posted on October 31, 2011 by macromon

CNBC reports, China’s big factories ran at their slowest pace in almost three years in October as new orders and exports slowed, but smaller firms are showing signs of a fight back against a deteriorating global backdrop, purchasing managers indexes … Continue reading →

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