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Andrew Mullen
Andrew Mullen
Best of 2021: Joe Biden, China-Australia relations dominate most read economy stories of the year
17 days ago
What is RCEP, the world’s largest free trade deal that is under way?
18 days ago
China manufacturing activity continues to expand, beating exceptions in December
18 days ago
China economy 2021 quiz: how much do you remember from the past 12 months?
24 days ago
China, Australia agree to move ahead with WTO wine-tariff dispute that has cost 100 million litres in sales
28 days ago
China cuts benchmark loan rate for first time in almost 2 years amid mounting economic pressures
29 days ago
China inflation: consumer price growth accelerates due to rising food costs, but factory-gate prices ‘level off’
December 9, 2021
Bloomberg
Bloomberg
China may delay its much-feared property tax amid price slump in nation’s real estate industry
12 days ago
China’s common prosperity push is accelerating, but how will life change in 10 years under Xi Jinping?
19 days ago
China’s income tax cuts ‘important stimulus’ in push to stabilise economic growth
19 days ago
China injects US$31 billion into financial system to alleviate rising liquidity pressure
21 days ago
China food security: pork self-sufficiency push to raise demand for global grain stocks
26 days ago
China urges ‘hardest-hit’ solar firms to fight against US, India trade restrictions
December 15, 2021
China urged to cut interest rates, boost infrastructure spending to hit 5 per cent GDP growth next year
December 14, 2021
Bureau of Economic Analysis
Bureau of Economic Analysis
U.S. International Trade in Goods and Services, November 2021
12 days ago
U.S. International Investment Position, 3rd Quarter 2021
19 days ago
Gross Domestic Product by State, 3rd Quarter 2021
26 days ago
Personal Income and Outlays, November 2021
26 days ago
Gross Domestic Product, (Third Estimate), GDP by Industry, and Corporate Profits (Revised), 3rd Quarter 2021
27 days ago
U.S. International Transactions, 3rd Quarter 2021
28 days ago
Personal Income by State, 3rd Quarter 2021
December 17, 2021
Calculated Risk
Calculated Risk
Used Vehicle Wholesale Prices
2 days ago
Real Estate Newsletter Articles this Week
3 days ago
Schedule for Week of January 16, 2022
3 days ago
COVID January 14, 2022: Record Cases and Hospitalizations
3 days ago
Q4 GDP Forecasts: Around 6%
4 days ago
Industrial Production Decreased 0.1 Percent in December
4 days ago
Retail Sales Decreased 1.9% in December
4 days ago
Charles Hugh Smith
Charles Hugh Smith
Why Don’t We Cut Out the Middleman and Just Elect Pfizer and Merck?
11 days ago
The Economy / Market Look “Healthy” Until They Have a Seizure and Collapse
13 days ago
What Will Surprise Us in 2022
15 days ago
2022: The Year of Breakdown
17 days ago
Last Chance to Get Out Before the Crash
19 days ago
Sleepwalking Into the Abyss in 2022
23 days ago
My Christmas Eve Song: You Owe Me
25 days ago
Frank Tang
Frank Tang
China meets Gulf oil bloc with sights set on free-trade agreement and energy security
6 days ago
China’s infrastructure push to fast-track 102 major projects as Omicron and economic risks loom large in 2022
7 days ago
China’s expat tax system: who pays and how does it work?
9 days ago
China-Australia relations: more Russian pipeline gas could be ‘political hedge’ for Beijing
10 days ago
China’s expat tax breaks extension praised by Western companies, but business concerns remain
13 days ago
China vows greater iron ore self-sufficiency as ‘deglobalisation tide’ and coronavirus expose mineral supply risks
19 days ago
China to ‘strengthen’ Hong Kong as yuan trading hub, diversify forex reserves in 2022
21 days ago
Gregor Samsa
Gregor Samsa
The Nonfarm Payrolls Report In Four Charts – Part 1
9 days ago
Tweet Of The Day: Pity The Penguins
9 days ago
Cheerleading: The Most Dangerous College Sport?
10 days ago
Are Stocks Having An Efficient Markets Moment?
11 days ago
Jan 6th – The Day “Good People…Morphed Into Terrorists”
12 days ago
Joseph And The Amazing Technicolor BMW
13 days ago
What Will China Do In 2022?
13 days ago
Harper Hunt
Harper Hunt
Big Shoes to Fill
8 days ago
Why Am I Reading This Now? 01.10.21
8 days ago
Cursed Knowledge #7: Birkin Bags
11 days ago
Why Am I Reading This Now? 01.03.21
15 days ago
Why Am I Reading This Now? 12.27.21
22 days ago
Everyone and Their Mother
December 16, 2021
Why Am I Reading This Now? 12.13.21
December 13, 2021
James Picerno
James Picerno
10-Year Treasury Yield ‘Fair Value’ Estimate: 7 January 2022
11 days ago
Macro Briefing: 7 January 2022
11 days ago
Predicting Risk: Not Easy, But Easier Relative To Return, Part I
12 days ago
Macro Briefing: 6 January 2022
12 days ago
Major Asset Classes | December 2021 | Risk Profile
13 days ago
Macro Briefing: 5 January 2022
13 days ago
Risk Premia Forecasts: Major Asset Classes | 4 January 2022
14 days ago
Jeffrey P. Snider
Jeffrey P. Snider
Eurodollar Futures Curve Update (spoiler: still inverted)
3 days ago
The Historic Christmas Binge
4 days ago
Let’s Talk TIPS
4 days ago
There’s (still) A Ghost On The Monetary Throne
5 days ago
US CPI Reaches Seven On US Goods Prices, With Disinflation Setting In Everywhere Else (incl. US Services)
6 days ago
Sentiment v. Substance: Checking In On Collateral Via, Yes, The Fed
6 days ago
China’s Petroyuan, Uncle Sam’s Checkbook, The Fed’s Bank Reserves: Who Really Sits On King Dollar’s Throne? (trick question)
7 days ago
Ji Siqi
Ji Siqi
7-Eleven Beijing fined US$23,500 for ‘incomplete maps of China’ that ‘wrongly presented Taiwan’
11 days ago
China’s zero-Covid policy under renewed scrutiny as economic challenges mount
12 days ago
Indonesia coal ban ‘manageable’ for China, but temporary energy headache looms amid Australia dispute
15 days ago
China’s smallest firms failing at historic pace as 4.37 million close up shop and registrations plummet
19 days ago
China-Australia relations: Beijing’s new wool import quota no ‘real improvement’ in trade ties with Canberra
20 days ago
China’s population crisis prompts county to play Cupid to pair up unwed singles
21 days ago
China’s coronavirus quarantine threatens supply chains as ‘vulnerable’ seamen forced to endure weeks of isolation
23 days ago
Lambert Strether
Lambert Strether
Latest Biden Covid Speech Sinks Without a Trace
16 hours ago
Links 1/17/2022
23 hours ago
Biden Urged to Fire Covid Response Chief Jeff Zients Over ‘Damning’ Failures
1 day ago
An Introduction to Family Offices (and Generational Wealth)
2 days ago
Links 1/16/2022
2 days ago
With Billions in Fines, U.S. Chamber of Commerce’s Ranks Are ‘Packed With Rogues’
2 days ago
2:00PM Water Cooler 1/5/2022
13 days ago
Luna Sun
Luna Sun
China’s population crisis can be solved only by printing trillions of yuan to boost birth rate, prominent economist claims
7 days ago
As China’s Covid-19 test kit orders surge globally, manufacturers are hiring en masse to meet demand
8 days ago
Kazakhstan unrest: how will China’s economic interests be affected by the protests?
11 days ago
China’s pandemic-hit businesses see tax cuts and fee reductions extended in bid to kick off new year on a high note
12 days ago
Coronavirus traces on Vietnamese, Thai fruit see Chinese cities close stores, impose quarantine
13 days ago
China’s lockdowns, consumption concerns see short trips dominate in the new year
14 days ago
China’s population crisis: 5 ways Beijing is trying to tackle a worryingly low birth rate
17 days ago
Marc Chandler
Marc Chandler
PBOC Eases, but the Yuan Firms
23 hours ago
Is the Dollar Due for a Bounce?
2 days ago
The Fed and other Central Banks in the Week Ahead
3 days ago
Bi-Polar Market: It is and It isn’t
4 days ago
The Greenback has Abruptly Fallen Out of Favor
5 days ago
How the Market Responds to US CPI may set the Near-Term Course
6 days ago
Turn Around Tuesday Began on Monday
7 days ago
Mia Nulimaimaiti
Mia Nulimaimaiti
Taiwan’s exports to mainland China, Hong Kong hit record high as semiconductor demand fuels cross-strait trade
8 days ago
China’s Hainan sees duty-free sales boom as shoppers look for ‘convenient’ alternative to Hong Kong
15 days ago
Can China’s creaky health insurance scheme withstand its ageing population and coronavirus?
17 days ago
China-Europe rail trade set for infrastructure upgrade, with container traffic up 30 per cent
19 days ago
Taiwanese actors Zhang Ting, Lin Ruiyang caught in alleged pyramid scheme as China regulator freezes US$94 million assets
20 days ago
China extends economic support for key small firms, aims to ‘deliver real results’
December 16, 2021
China’s Chengdu-Chongqing economic circle announces US$314.1 billion investment plan
December 15, 2021
[email protected]
(New Deal democrat)
[email protected]
(New Deal democrat)
December real retail sales tank; industrial production also declines; consumer slowdown seems nearly certain
4 days ago
Continuing unemployment claims make new 45+ year low
5 days ago
Consumer inflation lessens in December; real wages increase, but a consumer slowdown remains likely
6 days ago
Coronavirus dashboard for January 11: good news and bad news
7 days ago
Coronavirus dashboard for January 10: how “mild” Omicron is depends upon how much you lag the data
8 days ago
Weekly Indicators for January 3 – 7 at Seeking Alpha
10 days ago
December jobs report: more signs of real tightness, while new jobs added are (seasonally?) disappointing
11 days ago
Orange Wang
Orange Wang
China’s Omicron threat ‘under control’, no lockdown planned for Beijing Winter Olympics, organisers say
7 days ago
Coronavirus: as Omicron spreads, Chinese cities boost efforts to prevent Lunar New Year travel
8 days ago
Shenzhen’s record power use in 2021 hints at healthy economic growth, despite US-China tech war
11 days ago
US-China Fast Track Channel makes it easier for businesspeople and their families to enter China, with caveats
12 days ago
China population: forget two or three kids, getting couples to have the first one is most pressing problem, advisers say
13 days ago
US-China reach trade talk ‘stalemate’ despite expiry of phase-one deal as Beijing, Washington remain silent
14 days ago
China food security: top soybean region Heilongjiang unveils plan to ramp up annual harvest
15 days ago
Reuters
Reuters
China’s new bank loans hit record US$3.1 trillion in 2021, more than Britain’s GDP
6 days ago
China coal traders shrug off impact of Indonesia coal export ban due to stockpiles, weak demand
11 days ago
China regulator recovers US$47 billion after audit review, warns officials to ‘keep their eyes open’
11 days ago
China’s services sector activity growth accelerates, but Covid-19 flare-ups weigh on outlook
12 days ago
Walmart’s Sam’s Club counters China claims it pulled Xinjiang goods from app
13 days ago
China to ‘timely replenish’ liquidity shortfalls with cash injections before Lunar New Year holiday
13 days ago
China manufacturing activity grows at fastest pace in 6 months due to strong supply, demand rebounded
14 days ago
Yves Smith
Yves Smith
Unredacted Antitrust Complaint Shows Google’s Ad Business Even Scummier than Many Imagined
1 day ago
Eurasia’s Ring of Fire
1 day ago
Links 1/15/2022
3 days ago
The Central Asian Alphabet Issue
3 days ago
Germs in the Family: The Long-Term Consequences of Intra-Household Endemic Respiratory Disease Spread
13 days ago
Links 1/5/2022
13 days ago
More Omicron: Diabetics Appear Even More Vulnerable as Diabetic Ketoacidosis Strikes
13 days ago
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Su-Lin Tan
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