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Understanding China

From Beijing, David Mahon offers his unique perspective on China's path through COVID, its current economic and social situation, and its paths forward as it earns and learns its role as a Great Power
7th Dec 21, 11:22am
36
From Beijing, David Mahon offers his unique perspective on China's path through COVID, its current economic and social situation, and its paths forward as it earns and learns its role as a Great Power
US eyes real estate as a money laundering channel; China's power slips; China cuts reserve ratio; Aussie personal tax OECD's highest; UST10yr 1.43%; oil up and gold down; NZ$1 = 67.5 USc; TWI-5 = 72.4
7th Dec 21, 7:34am
45
US eyes real estate as a money laundering channel; China's power slips; China cuts reserve ratio; Aussie personal tax OECD's highest; UST10yr 1.43%; oil up and gold down; NZ$1 = 67.5 USc; TWI-5 = 72.4
Asset prices fall and inflation rises as world adjusts to globalisation pullback; economic activity data positive; Evergrande-type issues spread; Java volcano erupts; UST10yr 1.36%; oil and gold languish; NZ$1 = 67.4 USc; TWI-5 = 72.3
6th Dec 21, 7:19am
116
Asset prices fall and inflation rises as world adjusts to globalisation pullback; economic activity data positive; Evergrande-type issues spread; Java volcano erupts; UST10yr 1.36%; oil and gold languish; NZ$1 = 67.4 USc; TWI-5 = 72.3
US payrolls swell, but reported monthly gains disappoint; factory orders and services PMIs strong; Canada payrolls jump; Evergrande gets murkier; China services weak; UST10yr 1.36%; oil and gold languish; NZ$1 = 67.5 USc; TWI-5 = 72.4
4th Dec 21, 8:15am
111
US payrolls swell, but reported monthly gains disappoint; factory orders and services PMIs strong; Canada payrolls jump; Evergrande gets murkier; China services weak; UST10yr 1.36%; oil and gold languish; NZ$1 = 67.5 USc; TWI-5 = 72.4
US jobless claims low, eyes on Nov jobs report; global food prices soar; air cargo volumes surge; Aussie home loans retreat; UST10yr 1.46%; oil and gold languish; NZ$1 = 68.2 USc; TWI-5 = 72.9
3rd Dec 21, 7:23am
124
US jobless claims low, eyes on Nov jobs report; global food prices soar; air cargo volumes surge; Aussie home loans retreat; UST10yr 1.46%; oil and gold languish; NZ$1 = 68.2 USc; TWI-5 = 72.9
OECD warns on Omicron, separately on NZ; global factories expanding, except in China; Turkey sells reserves to prop up lira; Aussie Q3 GDP slips; UST10yr 1.44%; oil and gold recover; NZ$1 = 68.4 USc; TWI-5 = 73.1
2nd Dec 21, 7:26am
94
OECD warns on Omicron, separately on NZ; global factories expanding, except in China; Turkey sells reserves to prop up lira; Aussie Q3 GDP slips; UST10yr 1.44%; oil and gold recover; NZ$1 = 68.4 USc; TWI-5 = 73.1
Markets sink as Powell signals faster taper; US retail confidence data soft; Chinese PMIs still trending lower; EU inflation at 30 year high; UST10yr 1.45%; oil sinks, gold lower; NZ$1 = 67.9 USc; TWI-5 = 72.7
1st Dec 21, 7:28am
121
Markets sink as Powell signals faster taper; US retail confidence data soft; Chinese PMIs still trending lower; EU inflation at 30 year high; UST10yr 1.45%; oil sinks, gold lower; NZ$1 = 67.9 USc; TWI-5 = 72.7
Second tier US data positive; Vancouver port in 'distress'; China rents fall; German CPI leaps; EU sentiment dips; UST10yr 1.51%; oil bounces, gold unchanged; NZ$1 = 67.9 USc; TWI-5 = 72.8
30th Nov 21, 7:26am
24
Second tier US data positive; Vancouver port in 'distress'; China rents fall; German CPI leaps; EU sentiment dips; UST10yr 1.51%; oil bounces, gold unchanged; NZ$1 = 67.9 USc; TWI-5 = 72.8
Markets confused about what Omicron will bring; China reports strong industrial profits; Black Friday may have been a retail fizzer; new sudden travel restrictions; UST 10yr 1.48%, oil dives and gold soft; NZ$1 = 68.1 USc; TWI-5 = 72.8
29th Nov 21, 7:19am
50
Markets confused about what Omicron will bring; China reports strong industrial profits; Black Friday may have been a retail fizzer; new sudden travel restrictions; UST 10yr 1.48%, oil dives and gold soft; NZ$1 = 68.1 USc; TWI-5 = 72.8
Mark Tanner notes that few of Beijing’s catchphrases have impacted the way businesses and brands behave as swiftly as 'Common Prosperity'. We’re likely to see toned-downed displays of wealth in China
27th Nov 21, 5:06pm
by Guest
29
Mark Tanner notes that few of Beijing’s catchphrases have impacted the way businesses and brands behave as swiftly as 'Common Prosperity'. We’re likely to see toned-downed displays of wealth in China
Sudden dive in markets as virus risks rise; commodity prices, equity prices, and interest rates all sink; other data releases become irrelevant; UST 10yr 1.48%, oil dives and gold soft; NZ$1 = 68.2 USc; TWI-5 = 72.9
27th Nov 21, 8:38am
121
Sudden dive in markets as virus risks rise; commodity prices, equity prices, and interest rates all sink; other data releases become irrelevant; UST 10yr 1.48%, oil dives and gold soft; NZ$1 = 68.2 USc; TWI-5 = 72.9
US on holiday; China moves to support SME exporters; lithium price ever higher; ECB still sees inflation transitory; Turks shun their own currency; UST 10yr 1.65%, oil and gold unchanged; NZ$1 = 68.6 USc; TWI-5 = 73.5
26th Nov 21, 7:24am
61
US on holiday; China moves to support SME exporters; lithium price ever higher; ECB still sees inflation transitory; Turks shun their own currency; UST 10yr 1.65%, oil and gold unchanged; NZ$1 = 68.6 USc; TWI-5 = 73.5
US economic data quite positive; re-shoring gains momentum; German business sentiment weakens; Hong Kong no longer a power-city; UST 10yr 1.65%, oil stable and gold up; NZ$1 = 68.8 USc; TWI-5 = 73.7
25th Nov 21, 7:22am
28
US economic data quite positive; re-shoring gains momentum; German business sentiment weakens; Hong Kong no longer a power-city; UST 10yr 1.65%, oil stable and gold up; NZ$1 = 68.8 USc; TWI-5 = 73.7
US PMIs stay strong; Beijing on high alert for economy risks; WHO warns Europe on coming disaster; coordinated oil release to battle inflation; UST 10yr 1.65%, oil up and gold down; NZ$1 = 69.4 USc; TWI-5 = 74.2
24th Nov 21, 7:19am
44
US PMIs stay strong; Beijing on high alert for economy risks; WHO warns Europe on coming disaster; coordinated oil release to battle inflation; UST 10yr 1.65%, oil up and gold down; NZ$1 = 69.4 USc; TWI-5 = 74.2
Powell reappointed; US activity rebounds; Hong Kong stagnating; Taiwan export order growth slows; Germany issues dire pandemic warnings; UST 10yr 1.60%, oil up and gold down; NZ$1 = 69.7 USc; TWI-5 = 74.4
23rd Nov 21, 7:25am
124
Powell reappointed; US activity rebounds; Hong Kong stagnating; Taiwan export order growth slows; Germany issues dire pandemic warnings; UST 10yr 1.60%, oil up and gold down; NZ$1 = 69.7 USc; TWI-5 = 74.4
PBoC battling stagflation; China's tax take falls; eyes on Fed boss decision; supply chain pressures easing; coal trade challenged; Aussie houses sell slower; UST 10yr 1.55%, oil and gold soft; NZ$1 = 69.9 USc; TWI-5 = 74.6
22nd Nov 21, 7:19am
70
PBoC battling stagflation; China's tax take falls; eyes on Fed boss decision; supply chain pressures easing; coal trade challenged; Aussie houses sell slower; UST 10yr 1.55%, oil and gold soft; NZ$1 = 69.9 USc; TWI-5 = 74.6
Decision due on Powell or Brainard; supply chain issues easing; Alibaba's share slump; IMF warns on China's economy risks; UST 10yr 1.54%, oil and gold lower again; NZ$1 = 70.2 USc; TWI-5 = 74.7
20th Nov 21, 8:31am
53
Decision due on Powell or Brainard; supply chain issues easing; Alibaba's share slump; IMF warns on China's economy risks; UST 10yr 1.54%, oil and gold lower again; NZ$1 = 70.2 USc; TWI-5 = 74.7
US jobless claims drop; US indicators positive; Vancouver suffers panic buying; China infrastructure investment stalls; Turkey heads for economic disaster; UST 10yr 1.58%, oil and gold lower; NZ$1 = 70.3 USc; TWI-5 = 74.8
19th Nov 21, 7:25am
92
US jobless claims drop; US indicators positive; Vancouver suffers panic buying; China infrastructure investment stalls; Turkey heads for economic disaster; UST 10yr 1.58%, oil and gold lower; NZ$1 = 70.3 USc; TWI-5 = 74.8
US housing starts constrained; Canadian CPI up; Japan's exports constrained; India pollution worse; UK CPI up; iron ore price down; UST 10yr 1.63%, oil down and gold up; NZ$1 = 69.9 USc; TWI-5 = 74.4
18th Nov 21, 7:18am
87
US housing starts constrained; Canadian CPI up; Japan's exports constrained; India pollution worse; UK CPI up; iron ore price down; UST 10yr 1.63%, oil down and gold up; NZ$1 = 69.9 USc; TWI-5 = 74.4
Dairy prices rise for sixth time; US retail sales post good rise; US factories rise; Vancouver mudslide complicates North American imports; RBA on hold for 2022; UST 10yr 1.63%, oil firmer and gold lower; NZ$1 = 70 USc; TWI-5 = 74.4
17th Nov 21, 7:20am
44
Dairy prices rise for sixth time; US retail sales post good rise; US factories rise; Vancouver mudslide complicates North American imports; RBA on hold for 2022; UST 10yr 1.63%, oil firmer and gold lower; NZ$1 = 70 USc; TWI-5 = 74.4
Canada enacting new bank tax; Japan shrinks in Q3; China's retail sales rise but power production falls; fertiliser prices hit new record high; UST 10yr 1.62%, oil lower and gold holds; NZ$1 = 70.6 USc; TWI-5 = 74.8
16th Nov 21, 7:22am
19
Canada enacting new bank tax; Japan shrinks in Q3; China's retail sales rise but power production falls; fertiliser prices hit new record high; UST 10yr 1.62%, oil lower and gold holds; NZ$1 = 70.6 USc; TWI-5 = 74.8
China slows down; India's inflation up, growth in production wanes; US sentiment falls as inflation rises; Climate deal starts to unravel moments after signing; UST 10yr 1.57%, oil unchanged and gold firm; NZ$1 = 70.4 USc; TWI-5 = 74.6
15th Nov 21, 7:19am
105
China slows down; India's inflation up, growth in production wanes; US sentiment falls as inflation rises; Climate deal starts to unravel moments after signing; UST 10yr 1.57%, oil unchanged and gold firm; NZ$1 = 70.4 USc; TWI-5 = 74.6
US consumer sentiment slides; Americans changing jobs at fast pace; China excavators sales slump; Indian factories slow down; UST 10yr 1.58%, oil unchanged and gold higher; NZ$1 = 70.4 USc; TWI-5 = 74.6
13th Nov 21, 8:33am
56
US consumer sentiment slides; Americans changing jobs at fast pace; China excavators sales slump; Indian factories slow down; UST 10yr 1.58%, oil unchanged and gold higher; NZ$1 = 70.4 USc; TWI-5 = 74.6
Evergrande makes a last-minute payment; China mines coal at a record pace; Eurozone to grow faster; Australian unemployment jumps; UST 10yr 1.57%, oil lower and gold higher; NZ$1 = 70.3 USc; TWI-5 = 74.5
12th Nov 21, 7:25am
74
Evergrande makes a last-minute payment; China mines coal at a record pace; Eurozone to grow faster; Australian unemployment jumps; UST 10yr 1.57%, oil lower and gold higher; NZ$1 = 70.3 USc; TWI-5 = 74.5
US inflation jumps again; Japanese machine tool orders recover; China PPI leaps; Aussie money laundering detail revealed; UST 10yr 1.55%, oil lower and gold higher; NZ$1 = 70.9 USc; TWI-5 = 74.9
11th Nov 21, 7:28am
104
US inflation jumps again; Japanese machine tool orders recover; China PPI leaps; Aussie money laundering detail revealed; UST 10yr 1.55%, oil lower and gold higher; NZ$1 = 70.9 USc; TWI-5 = 74.9