China

I don’t think there is a whole lot to say about this week’s numbers beyond what I have been saying for the past several months. Nothing substantial has really changed. China’s external account is worsening, and will continue to worsen…

More News Links for 13 December 2011 including a report of Verizon chasing Netflix, Google building a siri competitor and a potential mobile driving ban.

Financial news links on China, technology companies, the eurozone debt crisis and more

Financial news links for 12 December 2011 including stories on privacy, the European sovereign debt crisis, China and India

Here’s a couple ugly charts we’re monitoring: China’s Shanghai Composite stock index and Commodity Research Bureau Index (CRB). Do you think there’s causality here? Remember the “China is buying/hoarding every commodity” story?

The dollar is broadly weaker as sentiment improves in the wake of an agreement on fiscal integration. European officials have struck what appears to be significant agreement; one of the costs is a new split in Europe as the UK and others…

News links for 7 December 2011 featuring thoughts on a French downgrade, the austerity budget in Ireland, patents and China and other stories

China has an interest in preventing the total collapse of the largest buyer of its exports, but it also has an interest in forcing Europe to divest its overseas assets. Chinese banks and companies are in a position to be a buyer of some of…

Could this be part of the reason the Shanghai was the only major index we track that was down last week?