Archive for January, 2011File not found. Charting Inflation: Except Japan and US, Inflation is everywhere
With Eurozone inflation edging to 2.4%, we have another confirmation that inflation is everywhere in the world, except Japan and the United StatesHong Kong: Monetary Statistics For December 2010
Money supply in Hong Kong dropped for the second month. Is the squeeze in China making some impact here?Charts: Is the United States becoming more like Japan?
Some close inspections of a few variables suggest that the US is looking increasingly like Japan.
Politics & Society. 30 January, 2011, 22:52Egypt and Tunisia tell us what China fears most
The underlying causes of many major upheavals were often as much about politics as economics.
Real Estate. 28 January, 2011, 18:48Yes, Hong Kong Property is a bubble, so?
There are no shortage of stories these days on how expensive Hong Kong homes are. Yes, it is a bubble, but it doesn’t mean it will burst tomorrow.
Economy. 28 January, 2011, 13:52Japan: can you be optimistic after being downgraded?
Although being downgrade, I found one more reason why people can feel a little bit more optimistic about Japan.The World in 2030: Super-cycle or Grey Age?
The probability of the Grey Age might look at least as high as that of a Super-cycleChina: eight new measures to curb home prices
China came up with 8 new policies to curb home prices. But none of them is going to really work, in my view.United Kingdom: Bank of England Minutes & Prime Minister’s Question
Bank of England comptemplated the idea of raising interest rate, while David Cameron will stick to its deficit-cutting.Market Capitalisation of Beijing = GDP of the United States?
You need one year of entire US economic output to buy all land in one city in China.United States: Housing Double-Dip Accelerates
The further drop of S&P/Case-Shiller index came as no surprise to me. It took 6 years on average for real estate market to recover from a burst of bubble.United Kingdom: Back in Recession. No, Stagflation
The UK economy is shrinking again. Bad news for Mervyn King and David Cameron, who is facing recession and inflation at the same time.China stocks market underperformed amid tight liquidity
The fear of inflation and tightening makes Shanghai stock market underperforming the US. Liquidity in China is also tight.
Real Estate. 24 January, 2011, 18:54Congratulations: Hong Kong Home Prices are the most expensive on earth
Hong Kong Property Prices are the most expensive on earth. However, it doesn’t mean the government should be doing something to curb prices.United States: Q4 GDP and FOMC Meeting this week
The market is looking at a 3.5% growth rate in real term. Although momentum is picking up, I hardly think the global economy is on the right track.Charting Inflation: Comparing 4 countries
Although inflation in the United States is still arguably low, we are seeing inflation picking up everywhere in the world.Turkey CUTS interest rate AGAIN
FLASH: Turkish Central Bank cuts interest rate again.China Economy: Comments on 2010 Major Economic Data
China GDP came in stronger than expected, while CPI inflation in December slowed a bit. Fixed asset investment is still the key driver.United States: Housing Starts decreased, so?
Housing starts dropped in December. That might make a good case for the Fed to keep interest rates low. Or does it?
Politics & Society. 19 January, 2011, 18:40Problems that Hu and Obama cannot solve in 2 days
This is just a quick sample of issues the United States and China both want to solve, but will not be solved when the leaders meet.