Tag Archives: Economy

Stratfor: France’s Economic Challenges in 2013

Posted on January 29, 2013 by macromon

Year to date France’s 10-year sovereign spread is 10 bps tighter to the German Bund and the CAC 40 stock index is almost almost 4 percent.  No worries, mate.   Not yet. Stratfor Europe analyst Adriano Bosoni discusses France’s challenge to … Continue reading →

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Weekend Lecture: Demystifying the Chinese Economy

Posted on January 11, 2013 by macromon

London School of Economics Speaker: Professor Justin Lin Chair: Professor Danny Quah Recorded on 18 December 2012 in Old Theatre, Old Building. Justin Yifu Lin is the former World Bank Chief Economist and Senior Vice President, Development Economics. In his … Continue reading →

Posted in Lectures | Tagged , , , | 1 Comment

Ireland Eyes Bailout Exit

Posted on January 10, 2013 by macromon

Thank goodness Ireland didn’t cave into German and French pressure to raise their corporate tax rate.  We were emphatic back then they not give in to the Eurocrats (see here). Last week’s Economist gave a nice overview of the “fitter … Continue reading →

Posted in PIIGS | Tagged , | 2 Comments

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 →

Posted in China | Tagged , , , | 3 Comments

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)

Posted in Black Swan Watch, Euro, PIIGS, Spain | Tagged , , , | Leave a comment

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 →

Posted in Black Swan Watch, BRICs, China, Economics | Tagged , , | Leave a comment

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 →

Posted in Black Swan Watch, BRICs, China | Tagged , , , | 2 Comments