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Amanda Lee
Amanda Lee
China pledges US$1.5b in grain farmer subsidies to offset soaring production costs
3 days ago
What has China done to minimise impact of zero-Covid, and why are global-recession risks rising?
7 days ago
As China strikes positive tone on economy, experts play down short-term impact of policy support
7 days ago
China does not want ‘enemies’ over Ukraine war, but wary of US threats to forex assets
13 days ago
China debt: is Beijing using a ‘shadow stimulus’ to shore up flagging economic growth?
18 days ago
China’s yuan ‘far from a top global reserve’, as investors dump assets amid Ukraine war
21 days ago
Coronavirus: Beijing outbreak ramps up pressure on China’s economic momentum
21 days ago
Bloomberg
Bloomberg
US keeping ‘eye on the ball’ on China tariffs, removal must be ‘strategic’, trade chief says
1 day ago
Shanghai’s lockdown easing doesn’t mean the end to shipping snarls in the world’s largest container port
6 days ago
China Southern Airlines scraps Boeing’s 737 MAX from its fleet deliveries through 2024
8 days ago
More than 180 companies say they have been hit by China’s lockdowns to rein in Covid-19
8 days ago
China GDP: lacklustre provincial growth underscores impact of worsening coronavirus outbreak and lockdowns
28 days ago
US-China relations: Washington wants reform, not about ‘stopping trade or trade divorce’
April 5, 2022
China-Australia relations: Canberra investing more on trade diversification in the face of Beijing’s ‘economic coercion’
March 31, 2022
Calculated Risk
Calculated Risk
Real Estate Newsletter Articles this Week
4 days ago
Schedule for Week of May 22, 2022
4 days ago
Q2 GDP Forecasts: 2.5% to 3.0%
5 days ago
Lawler: The Sharp increase in Monthly Payments in Selected Metro Areas
5 days ago
Black Knight: "Mortgage Delinquencies Hit Yet Another Record Low in April"
5 days ago
Realtor.com Reports Weekly Inventory Up 5% Year-over-year
5 days ago
Hotels: Occupancy Rate Down 5.9% Compared to Same Week in 2019
6 days ago
Charles Hugh Smith
Charles Hugh Smith
What Could Go Right?
2 days ago
The Solution for Social Media Spam Bots Is Already Here
5 days ago
The Epidemic Nobody Talks About: Burnout
7 days ago
Checking In On Five Long-Term Cycles
8 days ago
Curveballs in the Housing Bubble Bust
11 days ago
Herd on the Street
14 days ago
The Problem with Money
16 days ago
Daniel Ren
Daniel Ren
Coronavirus: Beijing cuts tax by 60 billion yuan to spur vehicle sales as ‘China’s Motown’ sits idle amid Covid-19 lockdown
19 hours ago
Coronavirus: Shanghai keeps millions under lockdown, even as community infections remain at zero amid daily swings in new Covid-19 cases
1 day ago
Coronavirus: Shanghai to expand app tracking to guard against Covid-19 resurgence, as city marks third day without community spread
2 days ago
Shanghai lockdown: city records rise in new Covid cases for second day but community infections remain at zero
4 days ago
Shanghai lockdown: city finds three new community infections even as death toll falls to zero, as path to reopening is lined with risks
5 days ago
Coronavirus: Shanghai adds Covid-19 test data to transit passes as city prepares for reopening after seven weeks of lockdown
6 days ago
Coronavirus: Shanghai Covid cases remain at zero outside quarantine zones for fourth day, putting city on path towards normalcy
7 days ago
Frank Tang
Frank Tang
China’s push to loosen US dollar dominance takes on new urgency after Western sanctions on Russia
1 day ago
With China firmly on a zero-Covid trajectory, concerns are turning to ‘growth recession’ risks
8 days ago
China economy: data paints bleak picture of coronavirus-hit activity
10 days ago
China yuan: IMF win as currency granted higher weight in special drawing rights
10 days ago
China’s coronavirus controls are ‘throttling US business confidence’, American lobby groups says
16 days ago
China inflation: Beijing prioritises price stabilisation as stagflation risk increases
19 days ago
US Fed rate hike: how can China stem capital outflow and prop up the yuan?
20 days ago
Gregor Samsa
Gregor Samsa
R.I.P. Carol K.
8 days ago
The New World Order And Global Capital Flows
12 days ago
Now For Some Good News
12 days ago
Tech Revenues In Context
12 days ago
“It’s Demand-Driven Not Supply Chain Driven Inflation”
13 days ago
CPI Inflation’s Big Problem: Housing
14 days ago
The Great Reshoring Of Chip Manufacturing
15 days ago
James Picerno
James Picerno
Monitoring Investment Regime Trends With ETF Pairs
6 days ago
Macro Briefing: 19 May 2022
6 days ago
Can The Fed Break Inflation’s Momentum In The Near Term?
7 days ago
Macro Briefing: 18 May 2022
7 days ago
Early Q2 GDP Nowcasts Point To Rebound For US Economy
8 days ago
Macro Briefing: 17 May 2022
8 days ago
Bonds Bounced As Stocks, Commodities And REITs Fell Last Week
9 days ago
Jeffrey P. Snider
Jeffrey P. Snider
Dollar Now Leads, Rest Of The Market Pack Now Follows
18 days ago
Far From Stellar, Employment Likely Went Negative In April
18 days ago
All The Dead Horses, And All Powell’s Men, Can’t Make Sense of Europe – Again
19 days ago
Who’s Playing Puppetmaster, And Who Is Master of Puppets
20 days ago
Collateral Shortage…From *A* Fed Perspective
21 days ago
China Then Europe Then…
21 days ago
What Really ‘Raises’ The Rising ‘Dollar’
22 days ago
Jerri-Lynn Scofield
Jerri-Lynn Scofield
Indian Heatwave May Exacerbate World Wheat Crisis
23 days ago
Links 5/2/2022
23 days ago
Fresh Signs of Mosquito Insecticide Resistance in South Africa
23 days ago
Apple Announces Unimpressive Self Service Repair Program for Some iPhone Models
27 days ago
Jaishankar Calls Out Europe’s Selective Concern on Rules-Based Order
28 days ago
Links 4/27/2022
28 days ago
UN Report: Humanity Must Change The Way it Assesses and Responds to Risk, Else We Face a ‘Spiral of Self Destruction’
28 days ago
Ji Siqi
Ji Siqi
China has 33 ways to get economy back on track, but critics say ‘adjusting zero-Covid strategy is key’
15 hours ago
China’s appetite for Russian energy is being hit by diminishing consumption, soaring prices
3 days ago
China underlines foreign capital pledge as zero-Covid excesses prompt exodus of overseas firms
4 days ago
China-Russia relations: Chinese producers lament loss of once-lucrative Russian deals
4 days ago
China’s slowing economy ‘the biggest elephant in the room’, Kevin Rudd says
9 days ago
China wary of Russia-type sanctions, but Beijing’s ‘financial nuclear bombs’ are a powerful deterrent
22 days ago
Chinese economists censored, removed from social media after critical takes on zero-Covid policy
22 days ago
Kandy Wong
Kandy Wong
Chinese firms warned over ‘vulnerable’ overseas projects after Myanmar military junta cancels tenders, blacklists
13 days ago
What is the CPTPP and why is China eager to join?
21 days ago
China-Australia relations: tariffs drive ‘exceptionally challenging’ environment for Australian wine exporters
21 days ago
Beijing bans restaurant dining for Labour Day break to cut Covid-19 spread
24 days ago
China’s Labour Day holiday box office revenues take major hit from coronavirus controls
24 days ago
Shanghai lockdown forces Hong Kong manufacturers to cope with higher costs, delays and backlogs
29 days ago
US firms say China’s ‘ambiguous’ data laws are creating a ‘uniquely restrictive’ environment
April 21, 2022
Lambert Strether
Lambert Strether
2:00PM Water Cooler 5/03/2022
22 days ago
2:00PM Water Cooler 5/02/2022
23 days ago
2:00PM Water Cooler 4/29/2022
26 days ago
Links 4/29/2022
26 days ago
2:00PM Water Cooler 4/28/2022
27 days ago
Will Pfizer’s Paxlovid Be the Game-Changer that Saves Biden’s “Test to Treat” Program?
27 days ago
Links 4/28/2022
27 days ago
Lance Roberts
Lance Roberts
The Biggest Crash In History Is Coming? Kiyosaki Says So.
12 days ago
Investor Sentiment Is So Bearish – It’s Bullish
15 days ago
Buy And Hold Investing. Is It A One Size Fits All Solution?
19 days ago
“Don’t Be Bearish.” The Inevitable End Of Bad Advice.
22 days ago
Buying Stocks Is Easy, Selling Is The Hard: 7 Rules to Manage Risk
26 days ago
Bull Market In Bonds Set To Return With A Vengeance
29 days ago
Recession Warnings Rise, Limiting Fed’s Inflation Fight
April 25, 2022
Luna Sun
Luna Sun
China’s drive for tech independence gathers pace as US launches new Indo-Pacific strategy
18 hours ago
China’s economy needs a jolt from special treasury bonds like Beijing used in 2020, economists say
2 days ago
Chinese Premier Li Keqiang tells provinces to ‘step up’ aid for coronavirus-hit economy
6 days ago
Joe Biden’s IPEF economic pivot seen as ‘cold war strategy’, bringing China ‘sharp challenges’
7 days ago
China population: Jiangsu becomes first province to subsidise maternity leave for second, third child
8 days ago
China’s job market plagued by zero-Covid ‘uncertainty’, with swift rebound unlikely
9 days ago
Coronavirus: I’ve endured 20 days of lockdown in Beijing. No one can tell me when it will end
11 days ago
Marc Chandler
Marc Chandler
Macro and Prices: Sentiment Swings Between Inflation and Recession
7 days ago
Sentiment Remains Fragile, and the Euro and Sterling can barely Sustain even Modest Upticks
12 days ago
Dollar and Yen Surge
13 days ago
Greenback Softens Ahead of CPI
14 days ago
No Rest for the Weary
14 days ago
New Week Same Refrain: Stocks Down, Yields Up, Stronger Greenback
16 days ago
Sterling,Tarred and Feathered, Bears Brunt of the Greenback’s Rally
17 days ago
Michael Lebowitz
Michael Lebowitz
Liquidity and Volatility- Decoding Market Jargon
14 days ago
Japanese Inflation- Part 2 Liquidity Crisis in the Making
21 days ago
New Blog Report
23 days ago
Liquidity Crisis in the Making- Japan’s Role in Financial Stability
28 days ago
I-Bonds: At 7%, It’s Hard to Go Wrong
April 20, 2022
Inflation and the Fed. A New Dance Partner to Contend With
April 13, 2022
Gold Or Rubles? A Pickle Worth Exploring
April 6, 2022
[email protected]
(New Deal democrat)
[email protected]
(New Deal democrat)
On the self-government of prehistorical human settlements, whether empire-sized Republics can long survive, and the failure of judicial supremacy as a bulwark
17 days ago
Weekly Indicators for May 2 – 6 at Seeking Alpha
18 days ago
April jobs report: strong Establishment survey, very weak Household survey (UPDATED)
19 days ago
New jobless claims: a possible reversal with a slight rising trend
20 days ago
The impact of supply constraints on the US economy in 3 easy graphs
21 days ago
March JOLTS report: the game of musical chairs in the jobs market intensifies to all-time highs
22 days ago
Manufacturing and construction start out the month with positive prints
23 days ago
Orange Wang
Orange Wang
Chinese Premier Li Keqiang vows ‘resolute efforts’ to prevent power cuts amid ‘skyrocketing’ energy prices
5 days ago
China waits as US debates tariffs: Beijing adviser says ball is in Washington’s court, with clock ticking on inflation
6 days ago
China’s zero-Covid policy questioned as expert says ‘stabilising the economy will protect lives’
6 days ago
US-China decoupling: Beijing, Washington urged to work on ‘real’ plans for bilateral engagement
8 days ago
China’s economic risks ‘tilted to downside’, coronavirus-induced contraction ‘most severe’ since 2020 outbreak
9 days ago
As more of China’s foreign firms, investors mull exodus amid zero-Covid controls, what can Beijing do?
12 days ago
China’s market interference keeps it from achieving a ‘unified domestic market’, economists say
12 days ago
Reuters
Reuters
China’s loans tumble as coronavirus lockdowns hold back credit growth
12 days ago
China yuan: 6 ways the central bank might respond to the currency weakening against the US dollar
14 days ago
Coronavirus China: Japanese factories in Shanghai struggling to resume operations, survey shows
19 days ago
China’s services activity falls at second sharpest rate on record as coronavirus curbs ‘hit hard’
20 days ago
China yuan: ‘bearish’ offshore weakens to lowest in 17 months as coronavirus lockdowns weigh
22 days ago
China’s yuan slips to 17-month low against US dollar as economic pressures mount
27 days ago
China lockdowns, Ukraine war make ‘relatively small’ impact on Taiwan economy
28 days ago
Yves Smith
Yves Smith
Michael Hudson Talks with Katie Halper and Aaron Maté About the Broader Ramifications of the US/NATO Conflict with Russia
22 days ago
Links 5/3/2022
22 days ago
Leaked Draft Opinion Shows Supreme Court Set to Strike Down Roe v. Wade
22 days ago
Out of Africa: Rich Continent, Poor People
22 days ago
Assisted Suicide Laws Increase Suicide Rates, Especially Among Women
26 days ago
Gas Flares: Europe Has a Hissy, Flails About as Russia Imposes Gas Payment Countersanctions and Economies Already Feel Blowback Bite
26 days ago
Public Schools Fray as Pentagon Gets More Pork
26 days ago
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