China

With the Chinese New Year holiday period approaching, it becomes a bit harder to discern PBOC’s policy intentions. It typically adds liquidity aggressively ahead of the holidays, but this year it comes at a time when the central bank is…

Yesterday morning, I did the first weekly newsletter on my ten surprises for 2012. Here's a brief version of the list.

Welcome to Credit Writedowns Pro. This is the first post in a series here. Let me start this Byron Wien-style and make a predictions list. Wien defines his surprises as events to which investors assign 1-in-3 odds of happening but which he…

As always, I present you Byron Wien’s Ten Surprises for 2011. He is bullish yet again - on both the US and emerging markets.

The Shanghai has turned down this evening after opening up and looks to continue the downtrend. That is one ugly chart. Meanwhile, the S&P500 looks like it really wants to resolve its wedge formation to the upside. After a year of head…

Investment advisor John Mauldin explains his attitude towards austerity measures; a return of the gold standard; the euro crisis; and the willingness to bailout everyone that makes capitalism and monetary systems stop working.

Understanding the financial agreement within the context of that rivalry is more important than what it means for the future of the dollar as the world's more important reserve currency, invoicing currency and vehicle currency. Nor will…

The end of year is usually a good time for markets. There was a lot of angst about the European situation a few weeks ago, but there is less of that now because we're hitting year-end (tape painting). Does that mean the credit crisis…

Now the bubble is visibly bursting. How much damage will it do to the Chinese economy — and the world? That is our homework assignment over the holiday. Getting it right will determine 2012′s investment and trading returns, in our opinion.…

We are in a second synchronised global growth slowdown. Moreover, the policy response must be more muted this go round as the public sector is more indebted and has less policy space than in 2008 or 2009. Expect policy inaction followed by…