Weibo stock rises while other Chinese stocks sink As word of crackdowns (from both China’s central planners and the US) on large Chinese companies intensifies
Tag: china
It’s Not Just the U.S. Pulling Back From the Global Economy
China’s Politburo is not sitting idly by while Trump pushes them around. From the Nikkei Asian Review… Why China’s ‘dual circulation’ plan is bad news
COVID-19, the Exogenous Event That Became an Economic Event
Dow futures rise as China pledges to stimulate coronavirus-hit businesses China is again taking economic action as the market awaits the Fed Minutes this afternoon.
Unstoppable Force (Coronavirus) vs. Immovable Object (Central Banks)
The Unstoppable Force Right now, the Coronavirus is not to be taken lightly. From initial coverup to its “relentless march outward”, it has been a
There Goes China…
One week it is Trump tweeting, another it is India reflating, another it is the Fed talking about permissiveness on inflation, another it’s China stimulating…
Semi Sector Leads, Laggards Lag
The graphic shows you that the media have now, months later, caught up to the story. As we have been noting all year, Semi leads
To Trump Supporters Who Are Also Investors…
Happy now? Well congratulations, if the reports are true Trump is now trying to take over free market forces with protectionism going steroidal. I hold
Ray Dalio on China
This is one of the most thoughtful, intense (in a mellow sort of way) and clear thinking experts out there. Though I’ve used him as
NFTRH; Gold, a Key Currency Pair and an Implication
I am far from an expert on why the CNH/USD currency pair and gold had traveled so well together. But I do have eyes and
The Market We Have, REE Edition
Per NFTRH 552’s Commodities segment on Sunday: REMX is testing its December Low. Downtrend in force. Can bounce. Ha ha ha… of course it can
Global Market Internals
Here are some charts from the NFTRH Global Market Internals segment, much of which is used to gauge the trends of global markets vs. the
US Stock Futures Climb on “Upbeat China Data”
The headline says it all (click for the story)… This is fine because one of our major themes – assuming we do not go full