paid
China Is The Source Of The Deflation Trade
Forget about a recession in the US. Currently, it is China's recession/depression that is weighing on oil…
China
30 posts
paid
paid
Looking For Black Swans In September
September has just started, and it is already living up to its reputation of being the toughest month of the…
public
Bonus Content: China In 10 Charts
(1) Chinese consumers are depressed.
(2) Home prices are falling in China.
(3) Chinese stock prices are on downward trends…
public
China Dragon's Breath Is Less Fiery
China's economy is faltering. July data suggest the government will have to provide more stimulus to meet its…
paid
Panda In A China Shop
China just loaned two young pandas to the San Diego Z00. In the past, such Panda Diplomacy suggested that relations…
paid
Recession With Chinese Characteristics
China’s May economic indicators were broadly negative, as evidenced by the recent weakness in Chinese stock prices as well…
paid
Copper, Oil & China
Is the global economy suddenly taking off? It seems that way given the sudden vertical ascent of several metals prices,…
paid
PPI Not As Hot As CPI
Today's PPI report threw some cold water on yesterday's hotter-than-expected CPI. Our opinion is that the…
paid
Two of the Magnificent 7 Get Shanghaied
Two of the Magnificent-7 are less magnificent. That's because China is in a recession and Chinese consumers are…
paid
China: Pushing On A String?
In recent weeks, the Chinese government has introduced several measures to prop up the stock market. This week, the government…
public
Huge Negative Wealth Effect In China
China might be in a recession or going into one. That’s a controversial statement since real GDP rose 5.…
paid
What Is Powell Thinking?
This question was partially answered yesterday in a speech by Fed Governor Christopher Waller: "This cycle, however, with economic…
