Saturday Night Quarterback (on a Sunday) says, For the week ahead expect…
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...China’s export engine falters again
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
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...When will it be time to hedge this market?
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...China’s market for corporate debt showing more stress
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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
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...6 more points for my A-W investor’s guide to the post-Trump victory financial landscape
The problem with trying to put together a comprehensive guide to the likely investment impacts of a Trump administration on the fly in the day after the election is that you inevitably leave stuff out. This being the Internet, however, it’s easy to add on to that post. Here are the six points that I forget to make yesterday. I’m posting them here separately and also folding them into last night’s post so that guide will be in not complete at least completer. The six items are China, Rudy Giuliani, Oil, Russia, Tax repatriation, and War.
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