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china

Gold Is The New Bonds

October 11, 5:00 pm EST Yesterday we talked about the repricing of the tech giants as the catalyst for the…

Time To Watch China’s Currency Closely

October 8, 5:00 pm EST China was on holiday last week (Golden Week).  So today, with China back to work, we…

China’s Leverage On Trump Tariffs

October 3, 5:00 pm EST China remains the hold-out on making a deal with Trump on trade.  And itlooks likely that they…

Chinese Stocks Maybe The Best Buy In Global Stock Markets

September 21, 5:00 pm EST Last Friday we talked about the technical breakout in rates.  And we looked at this…

Emerging Market Stocks In For A Big Bounce

September 19, 5:00 pm EST Just two weeks ago, the Nasdaq was up 19% on the year, while the "blue-chip"…

Japanese Stocks May Be Big Winner On China Trade Reform

September 18, 5:00 pm EST Yesterday Trump made good on his promise by announcing another $200 billion in tariffs on…

Bottom Is In For Chinese Stocks

August 20, 5:00 pm EST As we discussed on Friday, with China coming back to the negotiating table on trade,…

Movement From China On Trade Equals Success

August 17, 5:00 pm EST Back in July, we talked about the significance of the President of the European Commission coming to Washington…

Why China Is Returning To the Negotiating Table On Trade

August 16, 5:00 pm EST On Tuesday, we looked at the similarities between the recent currency collapse in Turkey, and…

China May Be Moving Toward A Big One-Off Currency Devaluation

July 20, 5:00 pm EST We've been watching the Chinese currency very closely, as the Chinese central bank has been…