China

Today's daily post will feature a number of articles on topics I think should be on your radar screen, with a few thoughts from me on each article. And I want to lead with the Department of Labor's 8:30am jobless claims release. 1 -…

The trade war between the US and China is now in full bloom. And it's likely to escalate. My view here has been that China is more vulnerable in this bust-up than the US. Even so, I don't expect the Chinese to back down. On the contrary,…

1 Big Thing: Escalating trade war In today's daily post, I want to put the US - China trade war front and center and ask whether it matters to growth. The news, of course, is that US President Trump slapped tariffs on $200 billion worth of…

China’s debt problems have emerged so much more rapidly and severely this year than in the past that a growing number of analysts believe that this may be the year that China’s economy breaks. There is no question that China will have a…

On Monday, I mentioned that White House Director of the National Economic Council Larry Kudlow had said on CNBC that the US wants to build a “coalition of the willing” to fight China on trade. And so, the fear in China, I understand, is…

1 - More downside prices for Australia's housing market The Australian housing market is in the "bargain hunting" mode now. And that could add to downside losses. If you recall, the FT did a piece on the falling market, citing…

Today's daily newsletter is very late but hopefully still useful. Yesterday I said I have a few thoughts on China that I want to run by you. I didn't get them out yesterday. So I will incorporate them into today's post. Feedback appreciated…

I wasn't able to get a daily off yesterday nor will I be able to a full-fledged one today. But I will post today. Just a reminder: next week, I am on holiday. And so I don't know how much writing I will do, if any. Let me start today more…

Daily post from Credit Writedowns with stories on inequality, China Turkey and Tesla

Today's daily newsletter has stories on US trade with Canada, Mexico and China, on predictions about the cycle ending, the Tesla saga, an interview with Hugh Hendry and much more