In today’s briefing:
- The Weekly Market Monitor – China Makes History, Nobody Likes US Debt, and a Massive Chart on Yields
The Weekly Market Monitor – China Makes History, Nobody Likes US Debt, and a Massive Chart on Yields
- FDI into China turned negative. To explain why, we look at interest rate differentials, profitability, and ‘uninvestability.’ Meanwhile, the country has slipped into deflation again as it buys gold like there is no tomorrow.
- US consumer credit is rolling over as the highest yields in decades take their toll. When credit growth stumbles, GDP growth will soon follow.
- We look at key takeaways of the latest Fed SLOOS, the surprising decline in oil prices, our Fear & Frenzy Sentiment Index, and earnings surprises & stock market reactions.
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