Tag Archives: Monetary Policy

The Weekend Read: Beyond the Noise

Posted on March 25, 2011 by macromon

Li & Fung, a Hong Kong-based consumer goods sourcing and logistics company, warned that “a new era in sourcing with higher prices” has begun, as manufacturers pass on the rising costs of both raw materials and Chinese labour to customers. … Continue reading →

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China’s Stamp Bubble

Posted on March 2, 2011 by macromon

Bubbles everywhere in Asia.   The FT’s beyondbrics blog writes, At an auction in Hong Kong this week, a rare block of four stamps from the Cultural Revolution sold for HK$8,970,000 (US$1.1m) – an all-time record for a Chinese stamp or … Continue reading →

Posted in China, Currency, Monetary Policy | Tagged , , | 2 Comments

The Weekend Read

Posted on February 25, 2011 by macromon

“There has been a complete and utter lack of leadership in Ireland,” Professor Ferriter said. As for Fianna Fail, he said, “They’ve actually managed to alienate all sections of our society.” – NY Times China A Balanced Look at Sino-American … Continue reading →

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The Weekend Read: Greece Comes to Wisconsin

Posted on February 19, 2011 by macromon

The television screen showed angry shouting demonstrators filling the streets of the city. At first I thought I was looking at Athens, Paris or Madrid, where angry civil workers fill the streets when their socialist governments suggest the retirement age … Continue reading →

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Sarkozy and G20 to Crackdown on Food Specs

Posted on February 10, 2011 by macromon

The following is an excerpt from the recently released European Commission report on commodity derivatives   The two charts, from the St. Louis Fed,  illustrate the parabolic rise in Commodity Index-Funds  over the past 8 years and the huge increase … Continue reading →

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Witness List for Ron Paul’s Fed Hearing

Posted on February 8, 2011 by macromon

Domestic Monetary Policy and Technology Subcommittee Chairman Ron Paul announced the witnesses for the Subcommittee’s hearing to examine the impact of Federal Reserve policies on job creation and the unemployment rate. The hearing will be held on Wednesday, February 9th … Continue reading →

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The Weekend Read

Posted on January 29, 2011 by macromon

Money Quote of the Week: On China: “Real estate is the dragon head that drives industry, design, construction, steel and cement companies along”…Lending is not a problem. Banks need to lend money out and the top 10 property developers will … Continue reading →

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2011 Risk: China Watch

Posted on January 7, 2011 by macromon

Getting China right in 2011 will make or break the P&L this year.   The direction of the China’s economy will determine the direction of many markets, including commodities and emerging equities. We’re still trying to get a handle on the … Continue reading →

Posted in BRICs, China, Economics, Monetary Policy, Sovereign Debt, Sovereign Risk | Tagged , , | 4 Comments

POMO: Fed Buys $1.5 BN of 17 to 30-year Bonds

Posted on January 5, 2011 by macromon
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China Rate Hike: Four Markets to Watch

Posted on December 26, 2010 by macromon

Fearsome Foursome We’re watching the reaction in four markets to gauge how the Christmas gift from the Kings of the East will affect global risk appetite.   The People’s Bank of China increased both the benchmark lending rate by 25 basis … Continue reading →

Posted in Black Swan Watch, BRICs, Commodities, Crude Oil, Equities, Monetary Policy | Tagged , , , , , , , , , , | Leave a comment