China has been selling U.S. Treasuries
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...Saturday Night Quarterback (on a Sunday) says, For the week ahead expect…
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Thanks to the 6.5% drop in the yuan against the dollar in 2016 and the 6% decline in the yuan against a benchmark basket of currencies, China’s dollar denominated exports fell 6.1% in December.
Notes You Need for January 12: Venture capital, Brazil, engineering and construction stocks, Saudi Arabia, VIX, UVXY, South China Sea
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China’s economy gets permission to slow down
Chinese President Xi Jinping has told the country’s Central Economic Work Conference that an economic growth rate of less than the official 6.5% annual target would be reasonable if it helped China avoid asset bubbles and slowed the growth of debt. The 6.5% annual growth target through 2020 was set in the last five-year plan
China’s increasingly frantic, increasingly dangerous game of financial markets Whac-A-Mole
China faces a depreciating currency, a bond market that has switched from rally to sell off, huge outflows of cash, and what looks like a resurgence of inflation. Fixing one of these problems alone would be a huge challenge to the People’s Bank. The combination leaves the central bank with a situation where fixing one problem may just make the others worse. Increasingly the People’s Bank looks like it is rushing from problem to problem, giving the crisis-of-day a whack and then rushing to figure out what’s likely to pop up next that will deserve a bash with the mallet.
Beyond VIX: 5 more ways to measure, track, and trade volatility
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Did the Trump-China trade war get hotter over night?
Yesterday the director of Beijing’s National Development and Reform Commission’s price supervision bureau told the state-run China Daily that its investigators had found evidence that a U.S. carmaker has been telling its dealers to fix prices since 2014. Accusations like this can end in sizable fines and other penalties. You think that it’s just a coincidence that this charge comes after President-elect Donald Trump has ramped up his rhetoric about branding China a currency manipulator?
China real estate prices fall as government intended, but GDP growth goes south as well
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