Tag Archives: China

China’s fake data masks economic rebound – FT

Posted on January 20, 2018 by macromon

Economic data are unlikely to reflect China’s revival because, as a series of admissions of falsified data attest, the true extent of the preceding downturn was never revealed. The country is on course to be the world’s largest economy by … Continue reading →

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IMF calls for China banks to boost capital buffers – FT

Posted on December 9, 2017 by macromon

The IMF has called on China’s banks to strengthen their capital buffers beyond global rule requirements in order to fortify themselves against the risk of an economic shock. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs  

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How Xi Jinping Went From Feeding Pigs to Ruling China

Posted on November 17, 2017 by macromon

How did Xi Jinping go from being a provincial politician to China’s paramount leader in such a short period of time? In this Bloomberg Profile, we look at the life of China’s 7th President and his campaign against dissent. ———- … Continue reading →

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Five markets charts for investors – FT

Posted on November 16, 2017 by macromon

The FT markets team’s focus this week: a Chinese stocks rally, the sovereign debt market being crowded by central banks’ bonds re-purchasing programmes, trades with zero yield climb to $11tn, and US money supply growth might mean the bull market … Continue reading →

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QOTD: President Trump, The Risk Taker?

Posted on November 8, 2017 by macromon

Context:  China’s Americanologists trying to understand President Trump’s North Korea policy : “There is a major debate in the US right now about whether the US president is really a risk taker or just playing a risk taker,” said Mr Harold. … Continue reading →

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COTD: China Levers Up As ROW Does Opposite

Posted on September 19, 2017 by macromon

We knew that credit expansion is the mother’s milk of economic growth,  but even this chart surprised us.   The global nominal private non-financial debt level x/ China has been flat since 2008.   As in flat in nominal terms not as … Continue reading →

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Shanghai Breakout

Posted on September 1, 2017 by macromon

Man, emerging market equities are in total beast mode. The emerging markets index MSCI Ishares ETF (EEM) is up almost 30 percent on the year.  Turkey and Argentian up almost 40 percent.  India,  Brazil, and Korea almost 20 percent. Emerging … Continue reading →

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China Obsessed With Wealth Effect

Posted on August 28, 2017 by macromon

We discussed the increasing role of the “wealth effect” in U.S. monetary policy and a key driver of aggregate demand in out last post,  The Gold-Bond Correlation And Other Macro Observations. Nothing compared to China, however. Why are investments so … Continue reading →

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QOTD: AI And China

Posted on July 27, 2017 by macromon

China recognizes that AI will be critical to its future “comprehensive national power” – The Diplomat

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COTD: Guess Who Is Growing And Who Is Not?

Posted on July 23, 2017 by macromon

We will give you a hint: …credit is the mother’s milk of growth; without credit the economy cannot flourish. And credit cannot flow freely without a well-functioning financial system. – Mark Zandi But as Japan and the others illustrate, there’s … Continue reading →

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