Tag Archives: China

Week in Review

Posted on May 1, 2011 by macromon

We’re not going to say much as the nation (and Globex) celebrates the end of Bin Laden.  We were in Lafayette Park on September 10, 2001 and now watch thousands gather there and across the country to celebrate his demise.  … Continue reading →

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The Weekend Read

Posted on April 15, 2011 by macromon

IT LOOKS like a planetary tattoo designed to be seen from space, a vast set of concentric circles inscribed in the skin of southern California’s desert. Ground was broken on the Ivanpah power plant, which is to be one of … Continue reading →

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The Weekend Read

Posted on April 2, 2011 by macromon

Quantitative easing didn’t end deflation. What makes us think fresh bouts of it suddenly will? Japan’s problem isn’t the supply of yen. It’s that investors and households lack enough confidence in the economy to do anything with BOJ-created money. If … Continue reading →

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Inflation Cometh: The End of Cheap Chinese Goods

Posted on March 24, 2011 by macromon

We  posted yesterday about the end of Chimerica and have written several pieces on the rapid increase in Chinese manufacturing wages and end of the secular disinflation caused by the entry of the country’s labor force into the global economy.   … Continue reading →

Posted in China, Commodities, Employment, Policy | Tagged , , , | 4 Comments

China’s Collasping Demographic and the End of Chimerica

Posted on March 23, 2011 by macromon

…by far the most massive falloff in young manpower is set to take place in China. Over the next 20 years, by the Census Bureau‘s projections, this key working age group will be falling in China by fully 100 million … Continue reading →

Posted in China, Demographics, Economics, Geopolitical | Tagged , , , | 4 Comments

Chart of the Day: Japan’s Share of the Global Economy

Posted on March 14, 2011 by macromon

(click here if chart is not observable)

Posted in Economics, Japan | Tagged , , , , , | 2 Comments

Chart of the Day: Copper & Rubber

Posted on March 9, 2011 by macromon

While the world obsesses over the direction the price of oil,  copper and rubber are rolling over.  These are the two to monitor,  in our opinion,  as China Air drops its landing gear.   Dr.  Copper is at key support and … Continue reading →

Posted in Chart of the Day, China, Commodities | Tagged , , , | 4 Comments

The Weekend Read: Hostage to Crude

Posted on March 5, 2011 by macromon

Under ordinary circumstances, accelerating inflation is bad for stock prices. Present circumstances, however, create a rare exception. Investors who aim to increase their wealth by owning stocks over the next decade should hope Federal Reserve Chairman Ben Bernanke fails in … Continue reading →

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Nonlinear Thinking: 3D Printing To Revolutionize Manufacturing

Posted on February 11, 2011 by macromon

The Economist has a great piece out today on the coming revolution in manufacturing with 3D printing, which could have as a profound impact on the world as the factories once did. It works like this. First you call up … Continue reading →

Posted in BRICs, China, General Interest, Japan, Nonlinear Thinking, Technology | Tagged , , , | 5 Comments

Risk Management: Watch the Hang Seng

Posted on February 9, 2011 by macromon

You know our schtick by now that we view the Hang Seng Index as the indicator species for global risk appetite and a signal as to whether the Mainland’s economy will land hard or soft.  Since returning from the Lunar … Continue reading →

Posted in China, Equities, Monetary Policy | Tagged , , , , , | 2 Comments