Category Archives: China

FOMC: A Big Double Cheese Non-Burger

Monetary policy history made today. The  Federal Open Market Committee (FOMC)  confirmed it would begin its long-awaited quantitative tightening (QT). In October, the Committee will initiate the balance sheet normalization program described in the June 2017 Addendum to the Committee’s … Continue reading

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China’s Communist Party Structure

We noticed today  someone tweeted an old post from our blog from way back when.  It has an excellent graphic of the structure of China’s Communist Party and its leaders that were selected after the last Party Congress in 2012. … Continue reading

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COTD: China Levers Up As ROW Does Opposite

We knew that credit expansion is the mother’s milk of economic growth,  but even this chart surprised us.   The global nominal private non-financial debt level x/ China has been flat since 2008.   As in flat in nominal terms not as … Continue reading

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Week In Review – September 15

Global Stock Indices Good week for stocks. Major U.S. major indices closed at record highs.   Brazilian stocks at new highs as traders remain confident President Temer will implement market reforms even though he faces a second round of corruption … Continue reading

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Shanghai Breakout

Man, emerging market equities are in total beast mode. The emerging markets index MSCI Ishares ETF (EEM) is up almost 30 percent on the year.  Turkey and Argentian up almost 40 percent.  India,  Brazil, and Korea almost 20 percent. Emerging … Continue reading

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China Obsessed With Wealth Effect

We discussed the increasing role of the “wealth effect” in U.S. monetary policy and a key driver of aggregate demand in out last post,  The Gold-Bond Correlation And Other Macro Observations. Nothing compared to China, however. Why are investments so … Continue reading

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QOTD: AI And China

China recognizes that AI will be critical to its future “comprehensive national power” – The Diplomat

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COTD: China’s Financial System

. China’s financial system consists of six major entities: The People’s Bank of China, governments, commercial banks, financial institutions, enterprises, and individuals. The People’s Bank of China is a national bank, invested by the government. Though the People’s Bank of … Continue reading

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Boeing 787 Dreamliner = Globalization

Interesting graphic below illustrating the outsourcing of Boeing’s 787 Dreamliner as President Trump touted his “buy American” mantra today as he stood in front of the airplane at the Boeing’s South Carolina plant. “We want products made by our workers … Continue reading

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Oil and gas discoveries, China capital controls – FT

Seb Morton-Clark has Monday’s top stories from around the world, including oil and gas discoveries at a 60-year low, China reassuring on capital controls and Canadian PM Justin Trudeau meeting US president Donald Trump. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI

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