Tag: chinese economy
Why Little Trouble In Big China Matters To The World
China’s equity market and economy have been under pressure of late. Should we be concerned for the broader global markets and economy?
Let’s dive in,...
What Happens To Interest Rates When The Chinese Consumer Recovers?
Featured here is the price chart of the ETF for long-term US Treasury Bond securities (ticker TLT).
In the summer of 2012, US Treasuries and...
Global Economy Strengthens Into Summer As ‘Normal’ Gains Traction
Nothing lasts forever – thankfully this includes pandemics. And while the path out likely remains a hilly road with ups and downs, people’s behaviour appears to be...
US – China Trade Deal: What Investors Don’t Know
Unlike most trade deals where the terms are readily available, the details of the Phase One trade agreement between China and the U.S. will...
Chinese Market Concerns? 3 Charts To Watch
The latest official PMI data out of China showed a slowing of momentum in the manufacturing sector (51.3 in January vs 51.6 in Dec...
Around the World: 5 Macro Themes I’m Watching
With stocks pushing higher and the world on edge politically, there’s a lot of news / noise out there.
So it’s always a good idea...
China’s Economic Growth Forecast: Sunny… Until 2018
With this week's release of the June quarter GDP results from China it's worth checking in on a few charts that show some of...
China’s May Manufacturing PMI Fails To Impress
China released it's May official PMI data, and overall the results are fairly benign. On the surface there wasn't much to change the current...
Global Markets Update: Investors Eye Chinese Economic Concerns
The past month has been chalk full of corporate earnings announcements in the U.S., and more political drama. Earnings were largely positive, but with the...
China PMI Surprises To The Upside As Base Metals Breakout
The October official manufacturing PMI for China rose +0.8pts to 51.2, a 2 year high. The Markit/Caxin manufacturing PMI also rose to 51.2. The...