-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,222 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
Near collision between US and Chinese warships – SCMP
Never-before-seen footage: A near collision between a Chinese and a US warship in the South China Sea. Read more: https://www.scmp.com/week-asia/geopol…
Posted in Geopolitical, Uncategorized
Tagged China, Collisiion, South China Sea, U.S., Warships
Leave a comment
The Taiwan Strait Getting Hot, Hot, Hot…
We posted the following in July after President Trump threw Montenegro under the bus. Taiwan may be about to get hot, hot, hot in the next year after last night’s Commander in Chief’s ambiguous message on defense treaties. – GMM One … Continue reading
Posted in Black Swan Watch, China, Uncategorized
Tagged China, One China Policy, Taiwan Strait
24 Comments
Free Ride Is Over: China & Japan Bailing On Treasuries
We had a request to look at the annual change in foreign holdings of U.S. Treasury securities as an addendum to our post from last night. It’s clear the two largest foreign creditors to the United States government are pulling … Continue reading
Posted in Bonds, Capital Flows, China, Japan, Uncategorized
Tagged China, Foreign creditors, Japan, U.S. Budget Deficits
Leave a comment
Browbeating the Fed 2.0
As the market melt and President Trump ramps up his rhetoric on Fed rate hikes, we thought you’d be interested in our July post. By the way, the geopolitics in the Taiwan strait are growing much hotter since we wrote. … Continue reading
Beijing: City of remarkable contrasts – EuroNews
Beijing: City of remarkable contrasts… READ MORE : http://www.euronews.com/2018/08/31/be…
US-China tariffs in numbers – FT
As another round of tariffs are imposed by both countries in the trade war, the FT takes a look at some key facts and figures, as well as the types of goods affected Subscribe to FT.com here: http://bit.ly/2GakujT
China’s Raises “The Other Nuclear Option”
We are on our way out to go fishing for the next few weeks but couldn’t let this pass without one last post. The current headline at the Drudge Report linking to a CNBC piece citing the People’s Daily (Chinese government press) … Continue reading
China’s FX Reserves Increase
#China’s FX reserves surprisingly rose a for 2nd straight month to $3,118bn in Jul, from $3,112bn despite falling Yuan. Consensus had forecasted a drop to $3,107bn. pic.twitter.com/OFCEL4PaZw — Holger Zschaepitz (@Schuldensuehner) August 7, 2018
Beijing police shut down P2P lending demonstration
China has been at the center of the rise of FinTech firms since the Great Financial Crisis (GFC). Some of these firms have become huge. Watch this space. In the United States, the majority of lenders rely on FICO scores … Continue reading
Charts That Count: Another China Crisis? – FT
China’s currency has devalued sharply against the dollar in recent weeks. The last time China surprised the markets with a devaluation, in the summer of 2015, it prompted a global sell-off of risk assets. John Authers discusses why China’s currency … Continue reading
Posted in Black Swan Watch, China, Uncategorized
Tagged China, Currency, FT, John Authers
Leave a comment
Global Macro Monitor 