Archive for 2012
File not found. China’s industrial production growth increased to 9.6% yoy in October
Industrial production growth picked up further in October.
Real Estate, World. 9 November, 2012, 12:33
Some positive news for US housing
Recent data continue to point to improving housing market in the US.
China CPI inflation fell to 1.7% yoy in October
China’s inflation fell to 1.7% yoy, and -0.1% mom.
Economy, United States. 9 November, 2012, 2:37
US trade deficit declined in September
US trade deficit declined to US$41.5 billion in September.
Presenting: the new Euro bank notes
ECB is printing new bank notes
European Central Bank keeps rates unchanged
ECB keeps rates unchanged
Economy, United Kingdom. 8 November, 2012, 20:00
Bank of England MPC maintains bank rate at 0.5% and QE unchanged
Bank of England puts policy on hold.
Cross asset, Markets. 8 November, 2012, 12:53
When looking for tail risks, try areas where no one is looking
When fiscal cliff become widely regarded as a key tail risk, it is no longer really a tail risk. It’s out in the open.
Chinese corporate earnings were still falling in third quarter
Chinese corporate earnings were still falling, but is the end of the decline in sight?
People’s Bank of China injects RMB145 billion liquidity through open market operation
PBOC net withdraws liquidity for the full week.
China’s October macro data preview
Market is expecting a better month.
Cross asset, Markets. 6 November, 2012, 21:39
What QE-infinity has done so far
Not quite as you would have expected.
Economy, United States. 6 November, 2012, 14:22
Is the US headed for a recession?
The probability is less than 20%, but…
China, Financials. 6 November, 2012, 12:36
Chinese banks rushed to lend in the last three days of October
While lending was weak in the first 28 days of October, banks rushed to lend in the last three days.
People’s Bank of China injects RMB277 billion of liquidity through open market operation
PBOC continues with its twice-a-week operation.
Cross asset, Markets. 6 November, 2012, 2:40
What gold price is possibly telling us about Chinese Yuan
Is the strength of Chinese yuan going to be over soon?
The glaring divergence between US and Chinese equities revisited
Will this glaring gap be closed?
China’s mega-bear market chart revisited
The big picture remains unchanged.
Markets, Rates and Bonds. 5 November, 2012, 12:31
Fixed Income Overview and Allocation Strategies
Overview of the fixed income market for the week.
Chinese export situation remains challenging as weak external demand persists
Despite the possibility of sequential improvement, export situation remains challenging.