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…
Tag: china
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
Credit to Trump in This Case
Insert here the disclaimer that I don’t care for the man, I don’t like most of what he stands for, or his funny haircut. But
“Cheap China”
According to Callum Thomas… Trump has helped make China A-share valuations great again (cheap again). Back on January 23rd I posted publicly a couple of
There is a Case Against China, But…
As the Macro Tourist lays out so well, things are not at all good in China’s economy and not likely to get better as the
A Tweet, a Jawbone, a Policy Notice or… ?
There is way too much going on out there for a blogger to try to summarize without sounding like a goddamn sports announcing play-by-play caller.
Macro Tourist on US/China
I like the way Kevin Muir writes. I like the pictures he uses with the funny captions, and I like the things he writes because
A Bull in a China Shop
Following is the opening segment of this week’s edition of Notes From the Rabbit Hole, NFTRH 504. For months now we have been tracking a