China Auto Sales Plunge, Face First Annual Decline in 30 Years by Wolf Richter • Dec 11, 2018 • 60 Comments Industry panics, overcapacity spreads, but government brushes off the wailing and gnashing of teeth, looks to EVs.
Implosion of Stock Market Double-Bubble in China Hits New Lows, Authorities Busy Elsewhere Keeping China Miracle from Unraveling by Wolf Richter • Oct 18, 2018 • 61 Comments Bigger issues than propping up the stock market beckon.
US Dollar Refuses to Die as Global Reserve Currency — But Loses Ground by Wolf Richter • Sep 30, 2018 • 63 Comments Chinese RMB gains, but is inconsequential as central banks remain leery. Euro hangs on.
Inversion Watch: Dancing the Global “Yield Curve” Tango? by Wolf Richter • Sep 29, 2018 • 13 Comments Treasury yield curve survives rate hike upright. Yield curves steepen in China, Japan & Germany. Era of NIRP scheduled to end.
What I Wrote to the White House about Trade & Tariffs by Wolf Richter • Sep 23, 2018 • 107 Comments That Trump is bungling the debate became clear when he was getting bashed like a sitting duck from all sides: Corporate America, China, the EU, other entities that would lose, and their propaganda outlets in the media.
Who Bought the $1.47 Trillion of New US National Debt over the Past 12 Months? by Wolf Richter • Sep 18, 2018 • 83 Comments China, Japan, other foreign investors, the Fed, US government funds? Nope.
Meanwhile in China, Implosion of Stock-Market Double-Bubble by Wolf Richter • Sep 17, 2018 • 45 Comments Bubbles don’t end well for those who don’t get out in time.
Implosion of China’s P2P Lending Boom Hits Consumer Spending by Wolf Richter • Sep 9, 2018 • 58 Comments First sign: auto sales suddenly plunged.
The “Call”… Alibaba and the 8 Analysts by Deep Throat IPO • Aug 29, 2018 • 33 Comments OMG! Another laugh-out-loud, gut-buster of an investor call. Come on guys, you’ve gotta stop it.
US Yield-Curve Looks Hell-Bent on Inverting, “Flattest” Since Aug 2007 by Wolf Richter • Aug 26, 2018 • 62 Comments How does it compare to German, Japanese, and Chinese yield curves?