Weekend Reads
Weekend Reads. Grab a coffee, click the link and enjoy. China’s military reforms to ‘WIN A WAR’ and overtake the…
Weekend Reads. Grab a coffee, click the link and enjoy.…
Macro and Credit – Attrition warfare
By Martin T.,  Macronomics “All the business of war, and indeed all the business of life, is to endeavor to…
By Martin T.,  Macronomics “All the business of war, and…
What Happened to Equity Market Risk?
Below is a quick summary of how equity market risk has performed this week. On Monday we wrote: Is it…
Below is a quick summary of how equity market risk…
Soybeans – Ooops
Soybean contract continues the free fall move. Presented without comments…. Source: Bloomberg
Soybean contract continues the free fall move. Presented without comments….…
China Fear is No News
So, the US has fired the shot and people continue to point out how bad this is and how the…
So, the US has fired the shot and people continue…
Tesla – Back to Square One
Exactly one month ago we could read about Elon Musk’s confidence on the Model 3 production targets. Back then the…
Exactly one month ago we could read about Elon Musk’s…
Trade War Approaching – Bounce to Follow?
NOWOTNY: TRADE WAR CAN LEAD TO CURRENCY WAR There is nothing really new with the above statement. As we approach…
NOWOTNY: TRADE WAR CAN LEAD TO CURRENCY WAR There is…
Here’s What We Know About China’s Stance as Tariff Hour Nears
By Yinan Zhao, Miao Han, and Jeanny Yu, Bloomberg  Friday July 6 is the date when the world’s two…
By Yinan Zhao, Miao Han, and Jeanny Yu, Bloomberg …
China’s big bond experiment is about to go through a rough patch
By Yen Nee Lee, CNBC One year ago, China made a major move to open up its domestic, or onshore,…
By Yen Nee Lee, CNBC One year ago, China made…
All Eyes on China
With all eyes on China it is interesting to note the big reversal by the Shanghai Composite over night. Shanghai…
With all eyes on China it is interesting to note…
Imploding Yuan
The offshore Yuan continues moving violently. From 6,40 to 6,70 in two weeks is a massive move, especially as this…
The offshore Yuan continues moving violently. From 6,40 to 6,70…