China

Clearly, most analysis for 2014 is upbeat. Economists are predicting higher global growth, higher U.S. growth, an end to the sovereign debt crisis and all manner of positive economic outcomes. And I think all of this upbeat analysis is…

This post represents Marc Chandler's thoughts on key topics to watch in markets and the economy for 2014

Shinzo Abe is a smart man and savvy politician. He has the rare honor of being Japan's prime minister twice. He is celebrating his first year of his second (non-consecutive) term in office. In fact, it is on that very anniversary that he…

It was interesting to see the US markets follow through yesterday to the upside after a monster rally in shares when the Fed tapered large scale asset purchases on Wednesday. But rather than seeing strength in this, I see vulnerability…

In order to understand much of what is happening in China it is important to understand how financial systems operate under condition of financial repression. Because most of what we know about economics is derived from economists whose…

The internationalization of the Chinese yuan has been a major story this year. We have been suspicious that much of what passes for the internationalization yuan has been the "Sino-ificiation of Hong Kong and symbolic measures like…

The data on the global economy continue to improve. The US expansion has continued, Europe is exiting recession and China’s growth his defying expectations of a slowdown. All of this portends well for 2014. Part one of the data and analysis…

China is not the first country to have experienced a long period of miraculous growth. But the most difficult part of growth miracles has not been the growth miracle itself but rather the subsequent adjustment.

Five central banks from high income countries meet this week: Australia, Canada, Norway, Britain, and the euro area. None are expected to announce a change in policy – but if there is a surprise, it would most likely come from the The US…

The most recent economic data have been a bit soft. Below I take a brief look at what the data flow seems to be saying