-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,220 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Tag Archives: China
Coronavirus: It’s The Second Derivative, Stupid!
Double yikes. Arrest this beast! Please! On a business trip meeting with many firms with huge exposure to China. Concern in their community definitely growing but still a bit clueless about the seriousness of the growing crisis. I give … Continue reading
The Global Supply & Demand Shock Of The Coronavirus
Our analysis of the impact of the Coronavirus is a work in progress and nobody knows the endgame. It is still the early days of the epidemic, and its dynamics will take time to understand. The scale of the impact … Continue reading
Posted in Black Swan Watch, China, Uncategorized
Tagged China, Coronavirus, Supply shock
29 Comments
Coronavirus Spreading To Heart of China Manufacturing
BREAKING: Shantou, a city in Guangdong province with nearly 5.5 million people, will be put on total lockdown from midnight — BNO News (@BNOFeed) January 26, 2020 Coronavirus scare starting to hit big manufacturing cities and is definitely going to … Continue reading
U.S. Trade Deficit Shrinking And It’s All China
JANUARY 7, 2020 — The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $43.1 billion in November, down $3.9 billion from $46.9 billion in October, revised November exports … Continue reading
COTD: China’s Social Credit Score System
COTD: Chart of the Day Background: The Social Credit System (Chinese: 社会信用体系; pinyin: shèhuì xìnyòng tǐxì) is a national reputation system being developed by the Chinese government. The program initiated regional trials in 2009, before launching a national pilot with eight credit scoring firms in 2014. In 2018, these … Continue reading
China Is Now The World’s Largest Official Creditor
Hard to believe the transformation of China over the past forty years. Just before Deng Xiaoping led a large Chinese delegation in 1974 to a special session of the United Nations, the story goes, the government made a frantic search through … Continue reading
Posted in China, Uncategorized
Tagged China, Growth, World's largest of Official Creditors, World's List of Billionaires
4 Comments
What Are They Thinking?
Stocks are reeling from the following headline. The White House is weighing some curbs on U.S. investments in China, a source familiar with the matter told CNBC. This discussion includes possibly blocking all U.S. financial investments in Chinese companies, the … Continue reading
Posted in Capital Flows, China, Uncategorized
Tagged Capital Flow restrictions, China
Leave a comment
“Deals Galore” Coming This Fall
D Looks like the “Fab Four” – China, North Korea, Iran, and the Taliban — are queuing up just as we wrote about earlier this week, Deals Galore? We also wonder if the Administration is on the verge of a … Continue reading
US and China relationship has forever changed
At times you will still see some volatility, says Catherine Yeung, investment director at Fidelity International. – CNBC International
Posted in China, Uncategorized
Tagged Catherine Yeung, China, Fidelity International, Markets
Leave a comment
Stress Testing Apple
Goldman finally getting around to stress testing Apple as the trade war escalates. They are out today warning Apple is in a world of hurt if China targets the iPhone maker in the trade war. The U.S.-China trade war could … Continue reading
Posted in Apple, China, Equities, Uncategorized
Tagged Apple, bonds, China, Tariffs, U.S.
Leave a comment
Global Macro Monitor 