Tag Archives: China

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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China Appoints New Financial Regulators

Posted on October 31, 2011 by macromon

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Protests as Shanghai Property Values Plunge

Posted on October 26, 2011 by macromon

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Posted in China, Real Estate | Tagged , , , | 1 Comment

China’s U.S. Debt Holdings

Posted on October 19, 2011 by macromon

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President of Wal-Mart China Resigns After Pork Scandal

Posted on October 18, 2011 by macromon

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In China, Black Market iPhone Costs $1700

Posted on October 17, 2011 by macromon

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China’s Dwindling Trade Surplus Signals Weak World Economy

Posted on October 16, 2011 by macromon

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Macro Notes from the Alcoa Earnings Call

Posted on October 11, 2011 by macromon

Our macro takeaway from the call is that Europe is rolling over.  No normal September bounce from the seasonally slow August.  The company also notes what they see as a temporary slowdown in China.   Alcoa missed and the stock got … Continue reading →

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First and Goal for Risk

Posted on October 10, 2011 by macromon

We asked last week if the S&P500 (our proxy for risk markets) was capable of clearing the “red zone”,  the zone of resistance between 1175-1195, which included the 50-day moving average.  The market’s answer?  Like a hot knife through butter! … Continue reading →

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Local Government Financing in China

Posted on October 6, 2011 by macromon

Yikes!  Look what California’s dependence on tax revenues from the dot.com and housing bubbles did to that state’s fiscal health.   We’re going to see some fugly naked bodies when the tide recedes in China.   Keep this one on your … Continue reading →

Posted in Black Swan Watch, China, Muni Market, State and Local Government | Tagged , , | 3 Comments