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China “Weaponizes Yuan” – Weakens Fix By Most Since 2016
China “Weaponizes Yuan” – Weakens Fix By Most Since 2016 On the heels of its ‘stealthy’ easing.. and not so stealthy: In the past 48 hours China has: – Cut its 7-day Treasury rate by 103bps – Launched quasi QE – told banks to flood the system with liquidity – Sent the Yuan tumbling – Warned […]
Trump’s Trade War May Spark a Chinese Debt Crisis
Trump’s Trade War May Spark a Chinese Debt Crisis (Bloomberg Opinion) — There’s no chance China will cut its trade surplus with the U.S. in response to President Donald Trump’s tariff threats. For starters, Washington has made no specific demand to which Beijing can respond. But its efforts may have an unexpected side effect: a debt crisis […]
Trade War With China Morphs Into Currency War: Biggest Loser is the EU
Trade War With China Morphs Into Currency War: Biggest Loser is the EU Those who think “trade wars are good and easy to win” need to stop and reflect on currency wars. Trade Wars Easy to Win ✔ When a country (USA) is losing many billions of dollars on trade with virtually every country it […]
China Launches Quasi QE To Support Banks And Sliding Bond Market
China Launches Quasi QE To Support Banks And Sliding Bond Market With the ECB’s QE coming to an end at the end of the year (absent some shock to the market or economy), some traders have already been voicing concerns which central bank will step in and provide a backstop to the global fixed income […]
World Trade War Has Begun
World Trade War Has Begun “By imposing tariffs of 25% on hundreds of products imported from China worth US$34 billion a year on Friday, July 6, the United States has violated the rules of the World Trade Organization and launched the largest trade war in the world’s economic history,” a statement by China’s Commerce Ministry declarae. […]
15 Flashpoints Which Could Produce A “Perfect Storm” During The 2nd Half Of 2018
15 Flashpoints Which Could Produce A “Perfect Storm” During The 2nd Half Of 2018 Events are beginning to greatly accelerate, and many believe that the ingredients for a “perfect storm” are starting to come together as we enter the second half of 2018. Other than the continual drama surrounding the Trump presidency, things have been […]
Record Deficits, Stronger Dollar Equals Record China Trade Deficit
Record Deficits, Stronger Dollar Equals Record China Trade Deficit Sometimes math is a real bitch. Donald Trump is a smart guy. I know he knows math. Too bad he’s ignoring it. Here’s the gig. The title says it all. Government spending is rising rapidly. More actual money is flowing into the US economy. Where is that […]
World’s Largest Shipping Company Collapses As Trade War Reality Strikes
World’s Largest Shipping Company Collapses As Trade War Reality Strikes While US equity markets (well a few mega-cap tech stocks anyway) have remained resilient in the context of rising protectionist fears, theworld’s largest shipping company is seeing its stock eviscerated as investor anxiety over trade wars finds an outlet that makes rational sense. A.P. Moeller-Maersk […]
The Market Gods Are Laughing
The Market Gods Are Laughing POITOU, FRANCE – President Trump escalated the trade war yesterday, making a kamikaze attack on a vast armada of Chinese imports – $200 billion in total – headed for California. The Chinese say they will retaliate. Phony Wars Last month, we opined that the trade war wouldn’t go any better […]
The U.S. Energy Industry Can’t Afford A Trade War
The U.S. Energy Industry Can’t Afford A Trade War As the U.S.-China trade spat turns into a full-blown war with tariffs and retaliatory tariffs and threats of further tariffs, U.S. energy exports to China may suffer if Beijing follows through with its threat to slap tariffs on U.S. oil and oil product imports. China has, […]
Goldman: US-China Trade War Set To Worsen
Goldman: US-China Trade War Set To Worsen Echoing the comments laid out last night by Standard Chartered’s Steven Englander, this morning Goldman Sachs doubled down on how the US-China trade war will progress in the near-future, warning that it expects the tensions to get worse, at least initially. Speaking to Bloomberg TV, Goldman’s co-head of […]
TARIFF WARS AND THE FALLACY OF THE BALANCE OF TRADE
TARIFF WARS AND THE FALLACY OF THE BALANCE OF TRADE The world may be on the brink of a series of trade wars between the United States and both the European Union and China. All the parties say they don’t want this — though President has asserted that trade wars are not a problem and […]
Why Trade War Is Now Set To Get Much Worse
Why Trade War Is Now Set To Get Much Worse In a note written on Monday, ahead of today’s latest escalation by the US which unveiled a list of $200BN in incremental tariffs sending risks assets sharply lower and yet which was perfectly expected and previewed both here and elsewhere as it was part of […]
The Economic History Of The World In One Minute
The Economic History Of The World In One Minute “…and America’s pre-eminence is over” ✔ The economic history of the world in one minute 6:53 PM – Jul 7, 2018 As we noted previously, history did not end with the Cold War and, as Mark Twain put it, whilst history doesn’t repeat it often rhymes. As […]
Chinese Refiner Halts US Oil Purchases, May Use Iran Oil Instead
Chinese Refiner Halts US Oil Purchases, May Use Iran Oil Instead With the US and China contemplating their next moves in what is now officially a trade war, a parallel narrative is developing in the world of energy where Asian oil refiners are racing to secure crude supplies in anticipation of an escalating trade war […]
