Category Archives: China

China hits back at Trump’s tariffs – FT

Money quote:  “…steady escalation…” Beijing accused Donald Trump of “trade bullying” as it imposed retaliatory tariffs against new US duties on $34bn of Chinese imports. The FT’s world trade editor, Shawn Donnan, reports from Washington DC about the consequences of … Continue reading

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Tweet of the Day: Double Yikes!

Unqualified term “war”?   Tell us it ain’t so, Ray Dalio! Remember the Great War with Japan started with trade tensions in response to the country’s agression in Manchuria, among other regions, Tokyo and Washington negotiated for months leading up … Continue reading

Posted in China, Economics, Japan, Trade War, Uncategorized | Tagged , , , , , | 17 Comments

QOTD: North Korea Deal Or China Deal?

In Beijing’s worldview, everything’s connected. Kim Jong-un was in Beijing Tuesday talking strategy with Xi; there frankly won’t be a deal between North Korea and the U.S. without the Chinese leader’s blessing. So what does Trump want more: a “deal” … Continue reading

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Kim Jong-un visits China following historic Trump summit

North Korea’s leader met with Chinese President Xi Jinping on his third trip to Beijing since March. They were expected to discuss sanctions and the denuclearisation of the Korean peninsula.… READ MORE : http://www.euronews.com/2018/06/19/ki…

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China vs. U.S. trade war: Who would win?

 

Posted in China, Geopolitical, Uncategorized | Tagged , , , , | 2 Comments

Nonlinear Thinking: The Robots Are Here

Stunning… JD.com, a Chinese e-commerce gargantuan, has built a big new Shanghai fulfillment center that can organize, pack and ship 200,000 orders a day. It employs four people — all of whom service the robots. What’s going on: Welcome to … Continue reading

Posted in China, Jobs, Uncategorized | Tagged , , , , | 3 Comments

Just to be clear….

Markets are all lathered up over a China Trade deal?  WTF? Alternatively, is the market higher because of just the cessation of hostility and talk the trade war is now  “on hold.” Whatever the case, here is the exchange with … Continue reading

Posted in Black Swan Watch, China, Uncategorized | Tagged , , | 18 Comments

Trump Wants A China Trade Deal – Bloomberg

We have to begin collecting our bets on who would cave first.  Wasn’t it obvious? May14 — Eurasia Group President Ian Bremmer discusses President Donald Trump’s shift on trade with China after announcing on Twitter that he wants to help … Continue reading

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Prepare For Much Higher Long-Term Rates

There has been a huge drain of liquidity from the U.S. Treasury market over the past few years, and may signal a structural change to how the United States finances budget deficits. The government will always find a way to … Continue reading

Posted in Bonds, Charts, China, Credit, Geopolitical, Interest Rates, Sovereign Debt, Uncategorized | Tagged , , , | 36 Comments

China’s Opaque Financial System And The U.S. S&L Crisis

Awesome chart on the opaque China’s Financial System from the IMF’s latest Global Financial Stability Report.    China has been a hedge fund graveyard as short positions on the country have moved sideways if not against the perps. . The … Continue reading

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