February 8, 2011 | Daily JAM, Morning Briefing |
Even though this is the second increase in interest rates for China in a little more than six weeks, the small size of the increase argues that this won’t be the last move. Especially because the consensus among economists is that today’s move is an indication that the central bank wanted to get ahead of bad news in next week’s report on inflation.
February 7, 2011 | Daily JAM, Morning Briefing, Short Term |
If trading in Hong Kong, which resumed today, is any indication, the new year is going to begin with a continuation of the old year’s volatility. The Hang Seng index fell 1.5%.
February 3, 2011 | Daily JAM, Stock Alerts |
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February 3, 2011 | Daily JAM, Stock Alerts |
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January 27, 2011 | Daily JAM |
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January 25, 2011 | Daily JAM, Morning Briefing, You Might Have Missed |
Everyone assumes that China cooks its official numbers on inflation and GDP growth. These alternative measures indicate hiw hard the cooks are working.
January 21, 2011 | Stock Alerts |
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January 20, 2011 | Daily JAM, Morning Briefing |
For the fourth quarter of 2010 GDP growth in China accelerated to 9.8%. That was higher than the 9.6% annual growth recorded in the third quarter and above the 9.4% consensus estimate from economists.
January 18, 2011 | Daily JAM, Morning Briefing |
It’s particularly significant that the spread is widening even though the most recent inflation numbers show inflation falling in December from November’s level. The bond market, at least, doesn’t believe that December’s drop is likely to last or that inflation is under control.
January 14, 2011 | Daily JAM, Videos |
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January 14, 2011 | Daily JAM, Morning Briefing |
Another increase in the reserve ratio does more damage than good at this point. The more of these half-measures the government in Beijing tries and that then fail to stem inflation, the more convinced the financial markets as a whole get that big steps will be necessary.
January 12, 2011 | Daily JAM |
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