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Amanda Lee
Amanda Lee
Boeing 737 MAX to return to China’s skies by ‘beginning of next year’ but more changes still needed
3 days ago
China’s manufacturing advantage at risk as restrictions mount and competition intensifies, leading engineer warns
5 days ago
Record 2.1m Chinese sit civil service exam as economy slows, youth jobless rate climbs
8 days ago
China calls for ‘strict accountability’ at local government levels where funds are misused
11 days ago
China facing ‘quasi-stagflation’ risk as rising factory prices increase pressure on slowing economy
14 days ago
US businesses in China must be transparent, with more restrictions in place, congressional advisory panel says
17 days ago
How have US-China talks failed and succeeded in recent years?
19 days ago
Ben Hunt
Ben Hunt
Corporate Margins Are Stronger Than You Think
5 days ago
Defund the World Health Organization
7 days ago
Critical State Theory
12 days ago
Industrially Necessary Inflation
13 days ago
Lions and Tigers and Bears … Oh My!
November 5, 2021
The Robbing Hoods of Robinhood
October 28, 2021
The Mandarin Class
October 22, 2021
Bloomberg
Bloomberg
China’s diesel exports set to climb after averting supply crisis, domestic stock ‘to build over winter’
6 days ago
China’s zero-Covid policies causing ‘major’ knock-on effects for snarled global supply chains
12 days ago
China population: one-child policy blamed as 12 million children missed in 2010 census emerge
12 days ago
China Foreign Exchange Committee tells banks to limit speculative trading as yuan surges
15 days ago
China digital currency: police make arrest over alleged US$47,000 e-yuan scam
19 days ago
China-Australia relations: Canberra needs to ‘sit down’ with Beijing over CPTPP, trade minister Dan Tehan says
19 days ago
Boeing sees Biden, Xi meeting as ‘encouraging sign’ to get 737 MAX back in Beijing’s good graces
21 days ago
Bureau of Economic Analysis
Bureau of Economic Analysis
Gross Domestic Product for American Samoa, 2020
6 days ago
Personal Income and Outlays, October 2021
12 days ago
Gross Domestic Product, 3rd Quarter 2021 (Second Estimate); Corporate Profits, 3rd Quarter 2021 (Preliminary Estimate)
12 days ago
Personal Income by County and Metropolitan Area, 2020
20 days ago
Activities of U.S. Multinational Enterprises, 2019
24 days ago
Outdoor Recreation Satellite Account, U.S. and States, 2020
27 days ago
U.S. International Trade in Goods and Services, September 2021
November 4, 2021
Calculated Risk
Calculated Risk
Real Estate Newsletter Articles this Week
2 days ago
Schedule for Week of December 3, 2021
2 days ago
December 3rd COVID-19: Cases, Hospitalizations and Deaths Increasing
3 days ago
Black Knight: Number of Mortgages in Forbearance "Drops Below the Million Mark"
3 days ago
AAR: November Rail Carloads Down Compared to 2019; Intermodal Up Slightly
3 days ago
Comments on November Employment Report
3 days ago
November Employment Report: 210 thousand Jobs, 4.2% Unemployment Rate
3 days ago
Charles Hugh Smith
Charles Hugh Smith
The Long Cycles Have All Turned: Look Out Below
5 days ago
Why Inflation Is a Runaway Freight Train
7 days ago
We Don’t Talk About Collapse To Revel In It, We Talk About Collapse to Prevent It
10 days ago
Two Things to be Thankful For
11 days ago
When Risk and Opportunity Become Personal
13 days ago
When Everything Is Artifice and PR, Collapse Beckons
14 days ago
I’m Looking for Ten Readers Willing to Pony Up $1 for the Crazy-Valuable Content Here
16 days ago
Frank Tang
Frank Tang
China’s economic growth is ‘biggest challenge’ for Beijing in 2022, senior adviser warns
4 days ago
China’s Fujian sparks fears about Taiwan tensions with emergency drill for blackouts
5 days ago
China’s economic arsenal has ‘more ammunition’ than other countries as 2022 uncertainties loom
7 days ago
EVs, 5G set to spearhead China’s ‘moderately excessive’ infrastructure push amid economic slowdown concerns
10 days ago
China’s world-class business environment plans ‘address’ some concerns, but ‘implementation key’
10 days ago
China plots economic recovery path, technological innovation a ‘matter of survival’ for Beijing
12 days ago
China warned to brace for US stimulus tapering, rate increases with Jerome Powell to remain as Fed chair
13 days ago
Gregor Samsa
Gregor Samsa
Are These The Charts That Spooked Jerome Powell?
5 days ago
Why The Majority Is Always Wrong
8 days ago
How Regulators Lost Control Of Crypto – FT
15 days ago
The Future Of Shopping
22 days ago
What Is The Metaverse?
23 days ago
Feels Like 1977: Inflation Too High, Money Too Loose
24 days ago
The Off The Charts Bull Market
November 5, 2021
Harper Hunt
Harper Hunt
Why Am I Reading This Now? 11.29.21
7 days ago
False Binary Choices
13 days ago
Why Am I Reading This Now? 11.22.21
14 days ago
Olympic Boycott
17 days ago
Why Am I Reading This Now? 11.15.21
17 days ago
Cursed Knowledge #6: F*ck Almonds
20 days ago
It’s Beginning To Look A Lot Like Christmas
November 5, 2021
James Picerno
James Picerno
Risk Premia Forecasts: Major Asset Classes | 2 December 2021
4 days ago
Macro Briefing: 2 December 2021
4 days ago
Major Asset Classes | November 2021 | Performance Review
5 days ago
Macro Briefing: 1 December 2021
5 days ago
Do Treasury Yields Rise During Economic Expansions?
6 days ago
Macro Briefing: 30 November 2021
6 days ago
Only US Bonds Were Spared From Last Week’s Widespread Losses
7 days ago
Jeffrey P. Snider
Jeffrey P. Snider
The Repeating Tides of Payroll And Inflation
3 days ago
Eurodollar University Episode 168, Part 2: Given All That’s Going On, Good Time To Red-Pill Bond Market Skeptics
4 days ago
OK, Your Euro$ Curve Has Inverted, Now What?
4 days ago
Eurodollar University Episode 168, Part 1: Market Already Declares Powell’s Second Term Over Before It Begins
5 days ago
This Is A Big One (no, it’s not clickbait)
5 days ago
Eurodollar University Episode 164, Part 3: What’s Wrong W/Money Velocity Is What’s Wrong About Money Supply
6 days ago
Questioning The Already Questionable State of Global Demand
6 days ago
Jerri-Lynn Scofield
Jerri-Lynn Scofield
WSJ Report: Companies Step Up Efforts to Get You to Cough Up Your Data, in the Face of Policy Changes by Apple and Google
3 days ago
Fifty Coral Reefs Selected as ‘Arks’ to Survive Climate Crisis
7 days ago
Links 11/29/2021
7 days ago
How Poorer Citizens Pay the Price of Economic Change in the UK
7 days ago
Ohio Jury Finds Three Pharmacy Chains Liable in Opioids Trial; Judge to Decide on Damages Award in Spring
8 days ago
Links 11/28/2021
8 days ago
African Marine Rules Favour Big Industry, Leaving Small-Scale Fishers in the Lurch
8 days ago
Jess Ma
Jess Ma
China needs risk assessment, anti-corruption measures to address ‘challenging’ belt and road environments
9 days ago
China’s Singles’ Day sees surge in ‘nationalist’ spending as home-grown brands storm sales charts
17 days ago
China’s SMEs: how important are small firms to the economy, and what challenges are they facing?
22 days ago
Chinese producers pass on high raw material costs as inflation risks grow
26 days ago
China’s power crisis: Zhejiang the latest province to float electricity prices after Beijing eases restrictions
October 21, 2021
Ji Siqi
Ji Siqi
China pledges ‘better business environment’ for foreign firms in latest bid to woo investment
3 days ago
China alert to global economic risks from Omicron, but ‘financial turmoil’ of early pandemic unlikely
4 days ago
China’s Covid-19 port quarantine for shipping crew stokes delays ahead of Lunar New Year
6 days ago
China coal: Beijing blasts coal index providers as it moves to keep price within ‘reasonable range’
10 days ago
US-China phase-one trade deal gets a reality check after nearly two years
15 days ago
China trade: surging export prices mask falling volumes, but turning point looms as Christmas orders dry up
26 days ago
China shipping: from its monopoly on containers, to its critical role in the global supply chain
27 days ago
Jill Mislinski
Jill Mislinski
Underlying Inflation Gauge: October Update
26 days ago
Components of the CPI: October 2021
26 days ago
Long-Term Trends in Employment by Age Group
26 days ago
October Inflation: The Components
26 days ago
U.S. Workforce: October 2021 Update
26 days ago
Consumer Price Index: October Core Mostly Unchanged at 4.56%
26 days ago
Multiple Jobholders are 4.7% of All Employed
27 days ago
Lambert Strether
Lambert Strether
Links 12/4/2021
2 days ago
Why Do We Need a 24/7 Economy?
2 days ago
2:00PM Water Cooler 12/3/2021
3 days ago
Links 12/3/2021
3 days ago
2:00PM Water Cooler 12/1/2021
4 days ago
2:00PM Water Cooler 12/1/2021
5 days ago
2:00PM Water Cooler 11/30/2021
6 days ago
Lance Roberts
Lance Roberts
Omicron Selloff, Is It Over Yet?
2 days ago
Inflation vs. Deflation – Which Is The Bigger Threat In 2022?
3 days ago
Portfolio Trade Alert – 11-29-21
6 days ago
Market Correction Before The Santa Rally Has Started
6 days ago
Could The Fed Trigger The Next “Financial Crisis”
7 days ago
“Black Friday” Plunges As Covid Variant Rattles Markets
9 days ago
“Black Friday” Plunge As Market Rattled By Covid Variant
9 days ago
Luna Sun
Luna Sun
China 2021 economic growth ‘expected to exceed target’, despite headwinds
5 days ago
Omicron impact on China manufacturing ‘ambiguous’ as November activity expands
6 days ago
China urged to be ‘vigilant’ to rising grain prices in battle for food security
10 days ago
China’s ageing population a ‘long-term reality’, and its silver economy needs to catch up, State Council says
11 days ago
China’s energy crisis is easing, but Beijing says ‘results must be consolidated’ as winter months loom
19 days ago
China population: tumbling regional births underline crisis, could force Beijing to ‘double down’ on policies
19 days ago
China’s manufacturing hub proposes Hong Kong-style shopping vouchers to boost slowing economy
24 days ago
Marc Chandler
Marc Chandler
US CPI to Accelerate, while Omicron adds Color to Covid Wave that was Already Evident
2 days ago
The Greenback Finds Traction ahead of the Jobs Report
3 days ago
Calm Surface Masks Lack of Conviction
4 days ago
December Monthly
5 days ago
Fragile Calm Returns and Powell’s Anti-Inflation Rhetoric Ratchets Up
5 days ago
Pessimistic Omicron Assessment Squashes Risk Appetites
6 days ago
Sentiment Remains Fragile
7 days ago
Michael Lebowitz
Michael Lebowitz
Is A Stock Market Crash Like 2000 Possible?
5 days ago
Technical Value Scorecard Report – Week Ending 11-26-21
10 days ago
Viking Analytics: Weekly Gamma Band Update 11/22/2021
14 days ago
Technical Value Scorecard Report – Week Ending 11-19-21
17 days ago
How Durable Is The Potemkin Economy?
19 days ago
Rivian Surpasses GM As Electric Exuberance Reigns Supreme
24 days ago
Technical Value Scorecard Report – Week Ending 11-12-21
24 days ago
Michael Lebowitz and Lance Roberts
Michael Lebowitz and Lance Roberts
The Next Big Shock
18 days ago
Crypto’s Crash and Stocks Head Higher
19 days ago
Stock Options Expiration Looms
20 days ago
Consumer Sentiment At 10-year Lows Spurs Stocks Higher
21 days ago
Inflation Smacks Stock and Bond Markets
25 days ago
Tesla Shares Stumble & Drags Down The Market
26 days ago
Elon Musk Puts Tesla’s Fate in Twitter’s Hands
27 days ago
[email protected]
(New Deal democrat)
[email protected]
(New Deal democrat)
Weekly Indicators for November 29 – December 3 at Seeking Alpha
2 days ago
November jobs report: the only thing keeping the jobs market completely recovering to pre-pandemic levels, is the pandemic itself
3 days ago
Continuing jobless claims fall below 2 million
4 days ago
Manufacturing still red hot; construction still very cool
5 days ago
Clear signs of *deceleration* in house price increases, but no sign of actual declines yet
6 days ago
The Debut of the Deranged DOOOMers, 2021 edition: No, the strong advance of the Index of Leading Indicators is not forecasting a recession
6 days ago
Coronavirus dashboard for November 29: half of what you read about Omicron is wrong, but you won’t know which half for weeks
7 days ago
Orange Wang
Orange Wang
China urged to strengthen ‘all possible’ global trade bonds to counter US pressure
4 days ago
China’s ‘state-centric approach’ to technical standards-setting worries EU firms
5 days ago
US-EU press on with plan to tackle ‘dirty’ Chinese steel flooding markets
7 days ago
China to roll out trade support amid ‘increasing pressure’ behind the scenes
11 days ago
China’s top trade negotiator Liu He meets foreign business dignitary in Beijing for first time in two years
17 days ago
Chinese experts say new US trade alliances to contain China could backfire and Beijing should push ahead with reforms
18 days ago
China steps up opening up, supply chain security charm offensive in wake of Biden-Xi summit
19 days ago
Pearl Liu
Pearl Liu
China’s stuttering housing market shows signs of life as banks make it easier for first-time buyers to get mortgages approved
6 days ago
Major Chinese cities cut land auction prices by up to 20 per cent to lure cash-strapped developers amid market gloom
13 days ago
China Vanke tells staff to cut spending on travel, gifts as even the most financially stable developers face up to property sector gloom
18 days ago
Local authorities are finding ways to soften the blow of China’s tight real estate policies without incurring Beijing’s wrath
21 days ago
Shenzhen relaxes rules for developers buying land, backing away from the cap that sent real estate auctions into a tailspin
November 3, 2021
Beike Zhaofang, China’s biggest online property agency, axes staff as housing sector heads into a bleak winter
October 21, 2021
China’s September home price index falls, the first monthly drop in 6 years and sign of the coming winter for the real estate market
October 20, 2021
Reuters
Reuters
China’s services sector activity expands at slower pace amid rising inflation pressures, Covid-19 outbreaks
4 days ago
China’s factory activity weighed down by coronavirus-induced weak demand, slips back into contraction
6 days ago
China signals approval for Boeing 737 MAX changes
22 days ago
China digital currency: push to ‘prudently advance’, improve design of e-yuan, central bank governor says
27 days ago
China food security: Beijing residents stock up on cabbages for winter after warning triggers panic buying
28 days ago
China food security: Beijing assures public vegetable production ‘basically normal’, enough wheat for 18 months
November 4, 2021
China’s ban on Taiwan apple imports triggers island’s first individual WTO complaint against Beijing, sources say
November 4, 2021
Tyler Durden
Tyler Durden
Goldman Senior Executives Are Searching For Ways To Quietly Boost Their Own Pay
2 days ago
Shellenberger: The Real Threat To Banks Isn’t From Climate Change, It’s From Bankers
2 days ago
Biden Infrastructure Bill Includes Passive Monitoring Vehicle “Kill Switch” Mandates For Automakers
2 days ago
Obituary For Russiagate
2 days ago
‘Never Seen Anything Like It’: Los Angeles Residents Stunned As Violent Crimes Creep Into Wealthier Communities
2 days ago
Sound Money Is A Prerequisite To Peace, Prosperity, And Freedom
2 days ago
Dark Winter Looms For Pennsylvanians As Power Bills Set To Soar
2 days ago
Yves Smith
Yves Smith
Why Amazon Is Terrified of Its U.S. Workers Unionizing
2 days ago
Why Has the Press Ignored Retailers’ Crappy Black Fridays, as Experts Warn of Coming Bankruptcies?
3 days ago
Pentagon Blasted for ‘Unacceptable Failure’ to Reckon With Civilian Casualties
3 days ago
The US Biofuel Mandate Helps Farmers, but Does Little for Energy Security and Harms the Environment
3 days ago
The Case of Igor Tarakanov Who Shot Down MH17 Before Shooting Himself in the Foot
4 days ago
Links 12/2/2021
4 days ago
US Putting Choke Chain on UK Over Threat to Invoke Article 16, Retrade Brexit Irish Protocol
4 days ago
Zhou Xin
Zhou Xin
China’s population to peak in 2021 as demographic turning point has already arrived, threatening to disrupt Beijing’s economic ambitions
2 days ago
Why China’s strategy for avoiding the middle-income trap is a challenging one
7 days ago
China must be alert of ‘race to the bottom’ risks in Covid-19 zero-tolerance drive
21 days ago
China’s census accuracy faces reality check in Covid-19 vaccination and testing
28 days ago
China’s zero Covid-19 policy is becoming a heavy burden for some local governments
November 1, 2021
China’s ying and yang battle as Beijing faces tough economic choices
October 25, 2021
China’s path to common prosperity will be a road littered with bitter complaints, fierce disputes
October 18, 2021
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Amanda Lee
Amanda Lee
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