Tag Archives: Economy

China’s Economic Glide Path

Posted on December 27, 2012 by macromon

The Economist out with an interesting piece on China’s economic growth. China faces a more sober economy in 2013 TO ITS many critics, the momentum of China’s economy is sustained by nothing but an outpouring of investment in plant, infrastructure … Continue reading →

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China’s Hu and Wen Economy

Posted on November 17, 2012 by macromon

Nice graphic from the WSJ’s ChinaRealTimeReport blog of the Chinese economy under the outgoing leadership of Hu Jintao and Wen Jiabao. The upshot?  The country’s new leaders have some tough shoes to fill with a slowing economy and the old … Continue reading →

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China’s Slowing Economic Boat

Posted on August 16, 2012 by macromon

(click here if video is not observable)

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Air China: Hardly Landed or Landed Hard?

Posted on August 9, 2012 by macromon

Take a look at Amrbose Evans-Pritchard’s  latest piece on the Chinese economy.  He quotes Charles Dumas of Lombard Street Research, “The hard landing has happened,” said Charles Dumas from Lombard Street Research. “We don’t believe official data. We think GDP … Continue reading →

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No end in sight to Spain’s financial troubles

Posted on July 30, 2012 by macromon

Hurry up, Mario! (click here if video is not observable)

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HSBC Flash China PMI At 7-Month Low

Posted on June 21, 2012 by macromon

Here’s the first piece of today’s data dump from Markit that hammered the markets and Mr. Risk. Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “China’s … Continue reading →

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About that other 800 pound Macro Swan in the room…

Posted on May 24, 2012 by macromon

Good stuff from the Economist’s cover story and 14-page special report on China’s economy.  Run, don’t walk, to read it.  Here’s a taste, CHINA’S weight in the global economy means that it commands the world’s attention. When its industrial production, … Continue reading →

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China Flash PMI Deteriorates to 48.7, At Two-Month Low

Posted on May 23, 2012 by macromon

Markit reports, Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “Manufacturing activities softened again in May, reflecting the deteriorating export situation. This calls for more aggressive … Continue reading →

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HSBC Flash China PMI Still Contracting

Posted on April 22, 2012 by macromon

Markit reports, Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “As April flash PMI ticked higher, this suggests that the earlier easing measures have started to … Continue reading →

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Good Perspective on China’s Dueling PMIs

Posted on April 2, 2012 by macromon

Good stuff at European CNBC this morning.  The markets had their doubts on China’s conflicting PMIs early this morning, especially after the Eurozone PMI confirmed weakness.   Didn’t last long, however, after U.S. ISM manufacturing came in better than expected, … Continue reading →

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