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Posts Tagged ‘China economy’

China’s economy continues to weaken

The manufacturing sector--thanks to the U.S.-China trade war--continues to slow China’s economy. But the real problem may be an underperformance in the services sector that makes it impossible for that sector to pick up the slack. The end result is that the third quarter looks to be the weakest of the year, according to the […]

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Bad news on China’s economy and then disappointing news from the People’s Bank

The assumption in Chinese financial markets has been that if the data showed the Chinese economy slowing further, the People's Bank would ride to the rescue with increased stimulus. Well, the data did it's part on Monday. Industrial output rose just 4.4% year over year in August. That was the lowest rate of growth in […]

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Updating First Quantum Minerals in my Volatility Portfolio and making it #3 in my bottom fishing Special Report

First Quantum Minerals (FQVLF) is tricky for bottom fishers. If the challenge with Illumina (ILM), my #2 pick for my 5 Bottom Fishing Picks Special Report,  is figuring out when the bad news will all be in the stock--hence making it a good buy for bottom fishers, the challenge for First Quantum Minerals is when […]

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China’s economy continues to slow in second quarter

Of course, we can't trust China's official GDP statistics. Government economists cook the books so that China's growth stays within the goals set by the country's leaders every year. But investors should pay attention to the trend. And this quarter the trend is decidedly negative. In data released today, those government statisticians reported that in […]

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China and Singapore show continued weakness in global economy

Trade analysts call Singapore's export-driven economy the canary in the coal mine for the global economy. In which case that canary is looking kind of wobbly lately. Singapore's GDP contracted at an annualized 3.4% rate in the second quarter. That's the biggest decline since 2012. Another indicator economy, South Korea's export dependent economy, has already […]

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China, U.S. economic data take gloss off of trade truce

Earlier this morning--11 a.m. New York time--the Standard & Poor's 500 stock index was up almost 1% on news that talks between President Donald Trump and President Xi Jinping had resulted in a trade truce and the resumption of talks aimed at ending the trade war between the two countries. But data showing weakness in […]

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Negative economic numbers from both China and United States this morning

I'd give the edge to China in the "Whose news is worse?" sweepstakes this morning. For April China's retail sales rose 7.2% year over year--good news except that economists were projecting an 8.6% increase and that March showed 8.7% year over year growth. The April year over year retail sales growth was the lowest in […]

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Is China the Bizarro Goldilocks market with more downside ahead?

We're all used to the U.S. Goldilocks market. Growth is just enough but not so hot that it spurs inflation or convinces the Federal Reserve to raise interest rates. And so stocks keep climbing. China has its own version of the Goldilocks market--but it's a significantly different version of the fairytale. In this story growth […]

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Saturday Night Quarterback (on a Sunday) says, For the week ahead expect…

... to be drowning in economic data. The Federal Reserve's Open Market Committee meeting on Wednesday, May 1, isn't even the high point of the data week. The U.S. central bank is expected to keep interest rates unchanged so it's Chair Jerome Powell's press conference after the meeting that will draw most of the attention. […]

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Politburo throws some cold water on Chinese stocks

On Friday China's ruling body, the Politburo, suggested that it thought less stimulus might be needed since the economy had recovered its footing. Instead policy should focus on deleveraging China's banks and corporate balance sheets, and on avoiding speculation in the housing market. This follows on news from the People's Bank that the supply of […]

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