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Risk On & Off Here & There
As the world turns, so do risk-on and risk-off trades around the world. Some are for the short term and…
China
46 posts
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By The Shores Of Lake Geneva
Here is how US Treasury Secretary Scott Bessent characterized his negotiations with Chinese trade officials this past weekend: "We…
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Year Of The Snake
Stock prices soared today on a better-than-expected April US employment report and news that China is evaluating US overtures to…
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Tit-For-Tat: The Opposite Of Panda Diplomacy
The trade war between the US and China is heating up, increasing the risk that China will invade Taiwan. Let…
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Buying What Glitters
A late-day rally sent the S&P 500 up 0.24% to a new record high of 6,130.…
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The Great (Yield) Fall Of China
Today's Wall Street Journal reports: "Now, as Trump prepares for his second administration, American companies have largely…
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Whatever It Takes? China Is Stimulating, Again.
There may soon be fewer jobs for economists in both the US and China.
On Monday, December 23, Elon Musk…
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Is the Fed Inflating? Is China Deflating?
Last Thursday, we wrote, "After today's PPI, we won't be surprised if Fed officials plant…
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Manufacturing Indicators May Be Rebounding in US and China
After languishing for the past couple years, manufacturing gauges in both the US and China improved in November. Could this…
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China: A Deflating Dragon
Over the past three years, most American economists believed that a recession would be necessary to bring inflation down to…
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Geopolitical Hot Spots
With the Fed in easing mode and US economic growth remaining resilient and even robust, we are still wondering what…
