Is Increased Chinese Output Leading to Higher Inventories?
With what we see as the stabilization of the Chinese real economy, though credit driven as noted, and growth in steel production among other...
277 Views
Post-PMI Data Release Analysis
We had predicted that official China PMI would increase and were forecasting 50.5. We were not even close as PMI remain unchanged at 50.1 for May....
197 Views
Early Look at May Chinese Data
With Chinese manufacturing showing signs of improvements post-Chinese New Year, it could be said that the country’s economy is regaining its...
202 Views
Trading China: The Little Short
Despite all the focus on Chinese financial markets and the accompanying imbalances, there are questions about how exactly to trade China right...
244 Views
Chinese Industrial Data on PMI Release
Industrial output data implies a continued further increase in the Chinese PMI number due May 1. Steel output has made small gains in April over...
181 Views