Tag Archives: China

QOTD: Ambiguous China Policy

It used to be said that Ronald Reagan’s “Red China” policy was driven by Nancy:  “don’t serve it on a green table cloth.”    President Trump’s policy?  Yet to be determined. …U.S.-China relations remain in the Schrodinger’s cat-like state they … Continue reading

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Is This Why Gold and Bonds Sold Off?

Truly a mug’s game to try and retrofit fundamentals to short-term market moves, but ain’t gonna stop us! We’ve noted the comovement of the U.S. 10-year T-Note with gold over the past few months, driven, we believe, mainly by geopolitical … Continue reading

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What Really Keeps Us Up At Night – Do The Math

Lots of these being drawn up by the new U.S. administration. The one that scares us most is this: Mattis: US will defend Japanese islands claimed by China – CNN And today we hear this: China sails warships near islands … Continue reading

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Almost All World’s Currencies Undervalued

We’ve put together a couple of tables showing the undervaluation of the world’s currencies based on their 2016 purchasing power parity against the U.S. dollar. The Purchasing-power-parity (PPP) between two countries is the rate at which the currency of one … Continue reading

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Who Could Lose the Most in a U.S.-China Trade War?

Jan.22 — Now that Donald Trump is in the White House, the world’s biggest companies are trying to gauge the likelihood of a U.S. trade war with China. If the tension escalates, there could be losers on both sides. Bloomberg’s … Continue reading

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“Good Trump” Catapults Dow To 20K As “Bad Trump” Lurks

Party on, Garth! The Dow crossed 20k as the market perceives accelerated future profit growth from the “Good Trump” policies – deregulation, etc. – and traders surf the Keystone pipeline to higher prices.   The momentum will continue until it … Continue reading

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Why Money Keeps Flowing Out of China – Bloomberg

Published on Jan 18, 2017 The outflow of Chinese capital hasn’t abated in the last few years, as a weak Yuan and slew of other hindrances perpetuate losses. QuickTake Q&A explains how these pressures continue to take a toll on … Continue reading

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USA vs CHINA – BBC 2016 (Must View)

Things are starting to heat up in the Taiwan Straight and only to get hotter under the Trump Administration.  This BBC video is great background. China’s foreign ministry hit back in a statement advising Trump, a billionaire property tycoon who … Continue reading

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COTD: U.S. Job Killers, You Decide

. (COTD = Chart of the Day)

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China FX Reserves Fall Less Than Expected to $3.011 tn

The FT reports, China’s foreign exchange reserves continued to fall in December, albeit at a slower rate than previous months, as the central bank announced a lower than expected drop in foreign exchange reserves for the month. Reserves fell by … Continue reading

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