Tag Archives: China

“Time To Position In Gold Is Right Now” – Rickards   - "Time to position in gold is right now” - James Rickards- Fed has hit the ‘pause’ button; No more rate hikes for foreseeable future- Fed’s theories "bear no relation to reality" and has "blundered by raising rates"- Growth is weak, inflation is weak, retail sales and real incomes are weak- Tight money, weak economy & stock bubble classic recipe for market crash- Reduce allocations to stocks and reallocate to...

Silver Analysts Forecast $20 In Bloomberg Silver Price Survey  - Bloomberg silver price survey - Large majority bullish on silver- Silver median "12 month-forecast" of $20- Precious metal analysts see silver "24 percent rally from current levels"- Investors are pouring money into silver ETFs- Speculative funds bearish even as ETF assets rise to record- Spec funds being bearish is bullish as frequently signals bottom- Important to focus not just on silver price but on silver...

Witold Bahrke, Senior-Stratege bei Nordea Asset Management Witold Bahrke, Senior-Stratege bei Nordea Asset Management, erklärt im Interview, was Anleger hinsichtlich der erwarteten Verlangsamung in China im zweiten Halbjahr bedenken sollten. Der robuste makroökonomische Trend bestätigt die optimistischen Erwartungen. Gleichzeitig erscheint der US-Konjunkturzyklus weit fortgeschritten, während...

To the naked eye, it represents progress. China has still an enormous rural population doing subsistence level farming. As the nation grows economically, such a way of life is an inherent drag, an anchor on aggregate efficiency Chinese officials would rather not put up with. Moving a quarter of a billion people into cities in an historically condensed time period calls for radical thinking, and radical doing. In one...

Former IMF chief economist Ken Rogoff warned today on CNBC that he was concerned about China. Specifically, he worried that country might “export a recession” to the rest of Asia if not the rest of the world. I’m not sure if he has been paying attention or not, but the Chinese economy since 2012 has been doing just that to varying degrees often just shy of that level. If there’s a country in the world which is really...

U.S. index futures point slightly lower open. Asian shares rose while stocks in Europe fell as energy producers got caught in a downdraft in oil prices and reversed an earlier gain after Goldman unexpectedly warned that WTI could slide below $40 absent "show and awe" from OPEC. The dollar rose, hitting a four-month high against the yen and bonds and top emerging market currencies were back under pressure on Tuesday, following last week’s hawkish rhetoric from central bankers. Nonetheless,...

Orange, blau, gelb: Die Mietvelos können mit dem Handy aufgeschlossen werden. Foto: Jason Lee (Reuters) Wer derzeit eine Grossstadt in China besucht, dem wird eines auffallen: Fahrräder. Sie sind überall. Nein, nicht die alten Drahtesel, die einst das Bild in vielen chinesischen Städten prägten, sondern nagelneue, moderne, farbenfrohe Fahrräder: orange, gelbe, blaue, grüne, silberne Velos. Sie stehen zu Tausenden an Kreuzungen, in Pärken, auf Trottoirs. Studenten kurven auf ihnen durch...

Orange, blau, gelb: Die Mietvelos können mit dem Handy aufgeschlossen werden. Foto: Jason Lee (Reuters) Wer derzeit eine Grossstadt in China besucht, dem wird eines auffallen: Fahrräder. Sie sind überall. Nein, nicht die alten Drahtesel, die einst das Bild in vielen chinesischen Städten prägten, sondern nagelneue, moderne, farbenfrohe Fahrräder: orange, gelbe, blaue, grüne, silberne Velos. Sie stehen zu Tausenden an Kreuzungen, in Pärken, auf Trottoirs. Studenten kurven auf ihnen durch...

Chinese trade statistics were for May 2017 better than expected by economists, but on the export side questions remain as to their accuracy. Earlier this year discrepancies between estimates first published by the General Administration of Customs (GAC), those you find reported in the media, and what is captured by the National Bureau of Statistics (NBS), backed up by data from the Ministry of Commerce, became...

After a tumultous week in the world of politics, with non-stop Trump drama in the US, a disastrous for Theresa May general election in the UK, and pro-establishment results in France and Italy, this is shaping up as another busy week ahead with multiple CB meetings, a full data calendar and even another important Eurogroup meeting for Greece. Wednesday’s FOMC will be the main event, with the Fed expected to hike 25bp...