Tag Archives: China

Gold Spike Coming? Straw BRICs to Gold BRICs

Posted on December 6, 2010 by macromon

There’s lots of chatter about China buying gold.  It was a big factor in Friday’s $30 move.  Jim Cramer was all over it, pounding the table the “secular trend” is not going away. The Wall Street Journal reported Friday, Data … Continue reading →

Posted in BRICs, China, Gold | Tagged , , | 4 Comments

China Rising: THE MARKET for Exports

Posted on November 20, 2010 by macromon

We thought these charts of export markets from Barclays Capital to be very illustrious of the dynamic changes taking place in global trade.  China is becoming a larger export market than the U.S. for many countries, including Australia, Brazil, Korea, … Continue reading →

Posted in BRICs, China, Equities, Geopolitical, Policy, Politics | Tagged , , , , , , , | 4 Comments

China, Commodities Slammed on Tightening Fears

Posted on November 12, 2010 by macromon

Bloomberg sums it best, The Shanghai Composite dropped 4.6 percent this week, halting a six-week rally, following government reports showing inflation is accelerating and that the government may further increase rates after boosting borrowing costs last month. Consumer prices jumped … Continue reading →

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Dilma Rousseff – “The last time there was a series of competitive devaluations…it ended in world war two.”

Posted on November 9, 2010 by macromon

These are harsh words from Brazil’s president-elect Dilma Rouseff, who was speaking at a joint press conference with outgoing president, Luiz Inacio Lula da Silva last Wednesday.  She joins a chorus of world leaders condemning U.S. monetary policy and sets … Continue reading →

Posted in BRICs, China, Commodities, Currency, Gold, Monetary Policy, Policy, Politics | Tagged , , , | 1 Comment

‘Firewall needed’ to prevent cash surge – China Daily

Posted on November 4, 2010 by macromon

We have written in numerous posts about John Bull’s “Tsunami of Dollars” flooding into the emerging markets.   China Daily writes, China should “set up a firewall” as uncontrolled dollar printing in the United States will drive more liquidity into … Continue reading →

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Beijing, China 2030 AD

Posted on November 4, 2010 by macromon

What would Krugman think?  

Posted in Black Swan Watch, China, Fiscal Policy, Geopolitical, Monetary Policy, Policy, Politics | Tagged , | Leave a comment

China to Resume Shipping Rare Earth Minerals – NY Times

Posted on October 28, 2010 by macromon

The NY Times is reporting China has ended its Rare Earth export embargo just shortly after Secretary of State Clinton announced she would question the policy on her upcoming visit.  Interesting, China never admitted to export restrictions. As expected the … Continue reading →

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Rare Earth Day 3.0

Posted on October 27, 2010 by macromon

The Rare Earths continue to rock today in a down market as the story unfolds.  Germany announced yesterday the rare earth supply shortage is starting to hit their industrial base.  The Chinese canceled a three-way high level meeting with Japan … Continue reading →

Posted in Black Swan Watch, BRICs, China, Commodities, Geopolitical, Gold, Rare Earth Elements | Tagged , , , | Leave a comment

Rare Earth Stocks Up Big on China Restrictions

Posted on October 19, 2010 by macromon

China announced further limits on its Rare Earth exports today.  The country controls 97 percent of the world’s supply, which are critical for hi-tech products, including smart phones, hybrid and electric vehicles,  and cruise missiles.   Hard to read if … Continue reading →

Posted in China, Commodities, Currency, Geopolitical, Politics, Rare Earth Elements, Sovereign Risk, Uncategorized | Tagged , , , , | 2 Comments

“Emerging markets at risk from a gigantic bubble” – FT

Posted on October 19, 2010 by macromon

In case you missed it,  great FT piece by Peter Tasker of Argus Research about asset bubbles in Japan and China and the role of FX policy.  It’s all about Macro these days, The message is clear. It wasn’t the … Continue reading →

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