China growth misses official target but doesn’t confirm market fears
China’s economy grew at a 7.3% in the fourth quarter of 2014. That was short of the official target of China 7.5% but slightly ahead of the 7.2% expected by economists
More growth worries today from China and the EuroZone
Industrial output falls short in China for November and European banks decide that they don’t want cheap money from the European Central Bank
Saturday Night Quarterback says, For the week ahead expect…
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People’s Bank–finally–cuts interest rates
After a year and a half of trying—and largely failing—to stimulate China’s economy by supplying more funds to the country’s banking system, today the People’s Bank of China went back to its demand side tools and cut the benchmark one-year deposit rate and the one-year lending rate for the first time since July 2012
More evidence that the books were cooked on China’s 7.3% GDP growth for the third quarter
Last week, you’ll remember, skeptics said it was unlikely that GDP grew by 7.3% when other, more difficult to manipulate indicators were pointing to a slower rate of growth. For example, electric consumption grew at an annual rate of just 2.7% from September 2013 to September 2014. Rail traffic fell 6.2% in that same twelve-month period. Well, today, the skeptics have gained more ammunition
China’s 7.3% third quarter GDP growth? Not!
Yesterday’s announcement that China’s economy grew by 7.3% in the third quarter contributed to the day’s rally in stocks and oil. Today, not so much, as traders and investors are rethinking exactly what China’s GDP figures really mean—with that rethink being helped along by larger than expected U.S. inventories of crude
Reports of a huge surge in Chinese exports in September are probably just the return of the currency speculation/fake invoice scam
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...First read on China’s economy shows slight pickup in growth for September
China’s economy doesn’t look like it fell off a cliff in September. In fact growth is stronger than expected according to the preliminary version of the Purchasing Managers’ Index released today
How a strong dollar is driving a strong yuan–and creating a growth problem for China’s economy
A strong dollar has been driving markets to look for alternatives as dollar-portfolio positions grow. China’s yuan has been a big beneficiary but that means the People’s Bank has to pick between growth and more credit expansion
Speculators get it right as People’s Bank adds cash to China’s banks
Traders who speculated yesterday that bad economic news over the weekend showing a slowdown in industrial production would lead the People’s Bank of China to throw some cash at the economy to stimulate growth will get their reward tomorrow.
Temporary growth disappointment in U.S., longer term growth danger in China in today’s data
Disappointing numbers from the industrial sector in both China and the United States today. But there’s a big difference between the two data sets.
Volatility rises in Chinese stock markets–oh my!–ahead of data
Just when it looked like China’s Shanghai stock market might be staging a sustained rally, momentum and enthusiasm have stalled. And traders are again wondering if Chinese stocks are about to give back all that they’ve gained
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