TRADE WAR REALITY: A LONG TERM BIFURCATED GLOBAL “COLD WAR” ECONOMY The new long-term reality is an increasingly and deliberately bifurcated global economy! The US and its allies VERSUS China. If it sounds familiar – it should in terms of 1945-89. The West won the last Cold War on the same basis – and the […]
CHINA’S MANIPULATED DATA WILL NOT SAVE THE MACRO OUTLOOK Ambrose Evans-Pritchard wrote in the UK telegraph an article entitled “Hold the champagne, China is not recovering and cannot rescue the West again” I have extracted IMHO the salient points which fundamentally points out the global impact of clearly manipulated economic data. This along with other […]
CHINESE CREDIT EXPLODES HIGHER – AGAIN!! Just after 4am ET (04-12-19), the S&P futures surged above 2,900 when the PBOC reported that in March, new yuan loans jumped by 1.69 trillion, far above 1.25 trillion estimate, while total social financing in March soared higher by 2.86t yuan – the highest March increase on record; smashing the 1.85 […]
GLOBAL TRADE CONTRACTING AS GLOBALIZATION REVERSES A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-19-19 – Mike Shedlock via MishTalk – “The Death Of Globalization Accelerates As Global Trade Declines” MATASII SYNTHESIS: The change in total global exports has now gone negative…it is no longer slowing but shrinking! Globalization is being overwhelmed by […]
MORGAN STANLEY: CHINA’S CURRENT ACCOUNT DEFICIT A KEY TURNING POINT IN 2019 A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-24-19 – “Morgan Stanley: China’s Current Account Deficit Will Be The Most Important Turning Point In 2019” MATASII SYNTHESIS: China’s trade surplus has shrunk by a third in just three years: In […]
THE MARKET RALLY IS TIED TO CHINA’S CREDIT IMPULSE – HOW WE’RE DOING & WHAT TO WATCH A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: REGIONAL – CHINA MATASII SYNTHESIS: There are reports on the web that confirm the levels of liquidity that China has started flooding its financial markets with. […]
CHINESE “ZOMBIE” CORPORATIONS ROCKED BY TWO BIGGEST DEFAULTS YET! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-11-19 – “China Rocked By Two Biggest Corporate Defaults Yet” MATASII SYNTHESIS: CHINA MINSHENG INVESTMENT GROUP A private investment group with interests in renewable energy and real estate, Failed to make a Feb. 1 bond […]
SEVEN REASONS WHY CHINA IS FACING A HARD LANDING IN 2019 A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-01-19 – “Seven Reasons Why China Is Facing A Hard Landing In 2019” MATASII SYNTHESIS: China – which continues its aggressive shadow deleveraging campaign – remains the biggest potential catalyst for a major […]
