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Posts Tagged ‘China economy’

Trick or trend: How much higher can copper run?

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Back on March 25, I sold shares of copper miner First Quantum Minerals (FQVLF) out […]

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China shows growth but no signs yet of V-shaped recovery

New economic data from China over the weekend point to a recovery of growth for the economy in the second half of 2020 but not the kind of surge needed to produce a V-shaped recovery. Industrial output rose 4.4% from a year earlier in May with steel output rising to a record. Retail sales fell […]

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

...China fireworks. We ended last week with the Commerce Department slapping new restrictions on the sale of any chip made with U.S. semiconductor manufacturing equipment to China's Huawei Technologies. (Which means that Taiwan Semiconductor Manuacturing's plans to build a fab in the United States would not give the company a way around the U.S. restrictions. […]

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

... Friday's report on job losses in the U.S. economy for April to be the big news of the week. The Labor Department’s April employment report is expected to show a 21 million jobs plunge in payrolls for the month. That's the biggest month drop since the start of records in 1939. The U.S. headline […]

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China GDP plunges by 6.8% in first quarter

China's gross domestic product contracted by 6.8% from a year ago in the first quarter. Economists had projected a 6.0% drop. The decline was the worst since the government began releasing quarterly GDP numbers in 1992. Other numbers in today's data dump were equally grim. Retail sales fell 15.8%. Investment in fixed assets was down […]

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China’s exports get hit by coronavirus disruption in the rest of the global economy

We won't know until March 31 when he purchasing managers' indexes for China are released but it looks like China will see its first quarterly contraction of its economy in decades and the weakest year since 1976. The problem is that just as Chinese factories are going back into production after the country's coronavirus shutdown, […]

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China rolls the dice on coronavirus, speeds workers back to factories

China's national and local governments are rushing to restart factories. They're loosening the rules on quarantine and screen for the coronavirus so workers can return to work. This even though the virus has shown that it can incubate, undetected and asymptomatic, for as long as two weeks. The order apparently comes from the top with […]

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China’s private companies saying they can’t or won’t pay workers because of coronavirus

Across China, companies in the private sector of the country's economy are telling workers that their paycheck will be delayed or that it will be smaller than usual or, worst case, that there won't be a paycheck at all. For example, NIO, an electric car-maker based in Shanghai, recently delayed paychecks by a week. At […]

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China quarantines 760 million people–think that will have an effect on the economy?

We still don't know if the coronavirus epidemic is slowing in China--the latest report shows deaths in China up 105 to 1,770 and the official number of cases climbing in mainland China to 70,548. Hubei province has reported 1,933 new cases, up from 1,843 the day before. And social media posts that make their way […]

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Trick or Trend: Coronavirus to cause big drop in vehicle production in China and elsewhere–maybe

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Market researcher IHS Markit now forecasts that global production of light vehicles (cars and pickup […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.