China Slowdown Baked in the Cake

by FS Listen to this podcast on our site by clicking here or subscribe to FS Insider by clicking here. Earlier this year, Variant Perception’s Tian Yang told FS Insider listeners that China’s LEIs were turning down “quite sharply”, and we’ve now seen a …

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China’s contribution to global growth is equal to US/EU/Japan combined; Goldman – A 10% tariff across the board on all China imports into the US, results in a 15% hit to S&P 500 earnings

China’s contribution to global growth is equal to US/EU/Japan combined 📈; so trade wars will have big consequences: eg does it cause their credit bubble to pop: China’s total credit mkt debt has gone from $7T–>$34T in 9 yrs. $3T …

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Trade War starting to take its toll on manufacturing, China’s capital flight is getting worse, The Euro is about to break a key support against the USD….

#TradeWar starting to take its toll on manufacturing (seen notably in new orders component of ISM) @SoberLook https://twitter.com/LizAnnSonders/status/1024969700399374336 China’s capital flight is getting worse The dollar is jumping against most of the currency #DXY #Yuan #EURUSD https://twitter.com/amital13/status/1025097412594073600 https://twitter.com/StockBoardAsset/status/1025339582232100864 The Euro …

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China Tariff War

by Jim Quinn One of the main reasons our CPI has been so low for so long is because we import cheap computers and electronics from China, among other things. If we import $375 billion more than we export to …

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Eurozone, Japan And China Are Slowing Down

#JAPAN JUN PRELIMINARY PMI MANUFACTURING: 53.1 V 52.8 PRIOR *Export orders index declines for first time since Aug 2016 in a warning sign about overseas demand❗ *Link: https://bit.ly/2K6u9K0 COPPER: down -17.5% in 2018, the Chinese have not been able to …

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P2P/Consumer lending market in China

by ForwardInstance Has someone done good research around P2P/Consumer lending companies in China. I have done some preliminary research and below are my observations – Observations – P2P lending market is expected to grow at a CAGR of 35% to around …

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China – A Dangerous Combination

#ChinaSlowing Updated with data for June 2018. – China Money Supply M1 YoY 18M lag (orange) – China 10 Year Govt Bond Yield (light blue/green) – $CNYUSD #CNYUSD (blue) – LME Copper Grade A USD per Metric Tonne (pink) Hello …

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