Tag Archives: Shanghai

China Rate Hike: Four Markets to Watch

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

End of December Global Stock Returns

The following table shows the 2000-09 average return for each day of the last seven days of the year for the major global averages.  The number 1, for example,  is the last trading day of the year. On average, the … Continue reading

Posted in Equities | Tagged , , , , , , , , | Leave a comment

China Rising: THE MARKET for Exports

We thought these charts of export markets from Barclays Capital to be very illustrious of the dynamic changes taking place in global trade.  China is becoming a larger export market than the U.S. for many countries, including Australia, Brazil, Korea, … Continue reading

Posted in BRICs, China, Equities, Geopolitical, Policy, Politics | Tagged , , , , , , , | 4 Comments

China, Commodities Slammed on Tightening Fears

Bloomberg sums it best, The Shanghai Composite dropped 4.6 percent this week, halting a six-week rally, following government reports showing inflation is accelerating and that the government may further increase rates after boosting borrowing costs last month. Consumer prices jumped … Continue reading

Posted in China, Commodities, Equities, Monetary Policy | Tagged , , , | Leave a comment