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Blog posts tagged with 'China'

Oil Supply Expected to Grow Faster Than Demand

Paul’ Economic Outlook:

The U.S. economy is improving and old economic allies are returning to do business.

 

China Miners’ Loss Is BHP’s Gain as Iron Prices Slump 44%

http://www.bloomberg.com/news/2014-06-19/china-miners-loss-is-bhp-s-gain-as-iron-prices-slump-44-.html

China’s unparalleled borrowing to dominate specific industries is coming to an end.

 

Oil Supply Expected to Grow Faster Than Demand

http://www.marketwatch.com/story/oil-supply-expected-to-grow-faster-than-demand-2014-06-20

U.S. energy supplies increasing faster than anyone projected. U.S. moving from a trade deficit to a trade surplus.

 

Ford: The Worm Has Definitively Turned

http://seekingalpha.com/article/2276153-ford-the-worm-has-definitively-turned

U.S. industries about ready to explode led by the energy industry.

 

Interest rates up later this year, dollar up, gold down.

 

Paul’s Economic Outlook:

Interest rates up later this year, dollar up, gold down.

 

An incredible explanation for why interest rates are low

http://finance.yahoo.com/blogs/talking-numbers/an-incredible-explanation-for-why-interest-rates-are-low-161014788.html

Interest rates up, dollar up, gold down.

 

Interest Rates Expected to Spike on Student Loans

http://finance.yahoo.com/news/interest-rates-expected-spike-student-205516686.html

Interest rates up, dollar up, gold down.

 

China manufacturing weakens further in April: HSBC

http://news.yahoo.com/china-manufacturing-weakens-further-april-hsbc-042711509.html

Business is leaving China and coming back to the U.S.

Which countries are in trouble.

Paul’s Economic Outlook:

If you are wondering about which countries are in trouble. Take a look at default swaps.

 

http://www.futuresmag.com/2014/04/23/top-15-sovereign-and-corporate-credit-default-swap

Look who’s most risky and least.

 

ITALY

SOV

 19,268,697,753

-0.16%

4.81%

-7.40%

 366,789,805,082

 13,148

BRAZIL

SOV

 17,264,365,463

0.70%

-1.84%

-2.12%

 129,258,765,670

 9,360

CHINA

SOV

 12,095,542,594

0.62%

5.72%

71.76%

 77,188,337,343

 7,862

MEXICO

SOV

 11,843,419,970

-0.28%

1.26%

38.89%

 100,291,858,862

 7,286

GERMANY

SOV

 11,380,774,517

-0.38%

0.02%

-19.02%

 119,846,319,896

 3,624

SPAIN

SOV

 10,298,819,153

1.19%

4.11%

-9.52%

 166,921,722,134

 7,603

FRENCH REPUBLIC

SOV

 9,833,989,073

1.34%

-4.40%

-32.74%

 141,252,638,806

 5,695

JAPAN

SOV

 9,358,078,467

0.53%

-1.42%

-2.21%

 63,623,303,748

 4,599

TURKEY

SOV

 9,115,913,460

-0.34%

5.79%

16.63%

 123,658,861,540

 9,059

RUSSIAN FEDERATION

SOV

 8,740,753,101

5.09%

18.60%

66.02%

 121,410,409,901

 10,943

KOREA

SOV

 7,034,318,103

-0.14%

1.67%

16.56%

 68,196,753,832

 5,310

UNITED KINGDOM

SOV

 5,319,559,319

-0.02%

0.05%

-27.07%

 59,276,692,086

 3,135

SOUTH AFRICA

SOV

 4,745,808,141

0.57%

3.78%

47.99%

 51,943,992,129

 5,374

AUSTRALIA

SOV

 4,065,580,199

0.59%

1.88%

14.93%

 24,199,480,459

 1,447

UNITED STATES 

SOV

 4,055,597,877

1.21%

1.35%

23.63%

 21,230,045,778

 868

The markets are always looking for something that might keep the Fed doing QE.

Paul’s Economic Outlook:

The markets are always looking for something that might keep the Fed doing QE. This is temporary and the Fed is winding down QE.

 

A.M. Kitco Metals Roundup: Gold Extends Early Gains After U.S. Jobs Data Slightly Below Expectations

http://www.kitco.com/news/2014-04-04/Gold-Extends-Early-Gains-After-US-Jobs-Data-Slightly-Below.html

The markets are always looking for something that might keep the Fed doing QE. This is temporary and the Fed is winding down QE.

 

China Slowdown Adds to Emerging-Market Growth Hurdles, IMF Says

http://www.bloomberg.com/news/2014-04-03/china-slowdown-adds-to-emerging-market-growth-hurdles-imf-says.html?cmpid=yhoo

China is slowing down because everyone is moving back to doing business with the U.S.

 

Russian Inflation Rate Climbs to Nine-Month High on Weaker Ruble

http://www.bloomberg.com/news/2014-04-04/russian-inflation-rate-climbs-to-nine-month-high-on-weaker-ruble.html?cmpid=yhoo

Russia is slowing down because everyone is moving back to doing business with the U.S.

Old economic allies are leaving China and returning to do business with the U.S.

Paul’s Economic Outlook:

The U.S. economy is picking up. Old economic allies are leaving China and returning to do business with the U.S. This is just the start.

 

China loses trade dispute over rare earth exports

http://finance.yahoo.com/news/china-loses-trade-dispute-over-rare-earth-exports-131336789--sector.html

As the U.S. economy picks up, Chinese influence wanes.

 

Where Is China’s Debt Bomb Hiding?

http://www.businessweek.com/articles/2014-03-26/where-is-chinas-debt-bomb-hiding?campaign_id=yhoo

House of cards about to collapse.

 

Chinese Stocks Fall After Industrial Profit Growth Slows

http://www.bloomberg.com/news/2014-03-27/chinese-stocks-fall-after-industrial-profit-growth-slows.html?cmpid=yhoo

It will get a lot worse as business moves away from China to the U.S.

Old economic allies are leaving China and returning to do business with the U.S.

Paul’s Economic Outlook:

The U.S. economy is picking up. Old economic allies are leaving China and returning to do business with the U.S. This is just the start.

 

China loses trade dispute over rare earth exports

http://finance.yahoo.com/news/china-loses-trade-dispute-over-rare-earth-exports-131336789--sector.html

As the U.S. economy picks up, Chinese influence wanes.

 

Where Is China’s Debt Bomb Hiding?

http://www.businessweek.com/articles/2014-03-26/where-is-chinas-debt-bomb-hiding?campaign_id=yhoo

House of cards about to collapse.

 

Chinese Stocks Fall After Industrial Profit Growth Slows

http://www.bloomberg.com/news/2014-03-27/chinese-stocks-fall-after-industrial-profit-growth-slows.html?cmpid=yhoo

It will get a lot worse as business moves away from China to the U.S.

It will be a roller coaster ride but dollar is going up and gold is going down.

Paul’s Economic Outlook:

It will be a roller coaster ride but dollar is going up and gold is going down.

 

Did Yellen just ruin the gold trade?

http://finance.yahoo.com/blogs/talking-numbers/did-yellen-just-ruin-the-gold-trade-191023518.html

The moment the Fed raises the short term interest rates in 2015 gold will tank. Could go as low as $800 and stay there for a long time. Dollar up, gold down.

 

China stocks enter bear market, here’s what it means for you

http://finance.yahoo.com/blogs/breakout/why-china-s-bear-market-could-hurt-alibaba-s-ipo-164220458.html

Chinese stocks down 20% since December. Chinese stocks down, dollar up, gold down.

 

Racing to Save This Startling Casualty of the Oil Boom

http://www.fool.com/investing/general/2014/03/20/racing-to-save-this-startling-casualty-of-the-oil.aspx

Bad title. Better title would be “The Oil Industry rushing to capture flared natural gas”. Oil Supplies up, Dollar up, gold down.

China is a house of cards. Dollar up. Gold Down.

Paul’s Economic Outlook:

China is a house of cards. Dollar up. Gold Down.

 

'A controlled explosion' is happening in China, says FT’s Pilling

http://finance.yahoo.com/blogs/daily-ticker/chinese-currency-plunges-on-policy-change--a--controlled-explosion--going-on-in-the-country--says-ft-asia-editor-151930630.html

Dollar up. Gold down.

 

Economist Warns That China's 'Bear Stearns Moment' May Strike Any Time

http://finance.yahoo.com/news/economist-warns-chinas-bear-stearns-213128210.html

Dollar up. Gold Down.

 

China Developer With $567 Million Debt Said to Collapse

http://www.bloomberg.com/news/2014-03-17/chinese-developer-with-3-5-billion-yuan-in-debt-said-to-collapse.html?cmpid=yhoo

Dollar up. Gold Down.

The harsh winter in the U.S. is over

Paul’s Economic

The harsh winter in the U.S. is over. Watch as U.S. economic numbers climb as the world economic numbers fall.

 

Hundreds of banks set for stress tests as Eurozone lays out terms

http://www.kitco.com/news//2014-03-12/Hundreds-of-banks-set-for-stress-tests-as-Eurozone-lays-out-terms.html

Europe is trying to establish a Federal Reserve Model. European banks are not up to U.S. standards or capital reserves.

 

Iron-ore prices decline may slow as China banks take control

http://blogs.marketwatch.com/thetell/2014/03/11/iron-ore-prices-decline-may-slow-as-banks-take-control/

China’s economy is a house of cards about to collapse.

 

Russia Stocks Decline on Ukraines as Commodity Shares Drop

http://www.bloomberg.com/news/2014-03-11/russia-stocks-decline-on-ukraine-woes-as-commodity-shares-drop.html?cmpid=yhoo

Russia’s economy is running out of money.

Gold’s wild ride has shaken investors. But in China, buyers just keep stepping up to the plate.

Paul’s Economic Outlook:

Somewhere between now and March 19 the winter freeze should be over, the next Fed meeting will take place, China's export data will be adjusted down and Europe's data should be adjusted down.

 

BNP Paribas: CPI, FOMC Minutes Could Stabilize Dollar

http://www.kitco.com/news/2014-02-18/KitcoNewsMarketNuggets-February-18.html

Gold’s wild ride has shaken investors. But in China, buyers just keep stepping up to the plate.

http://www.marketwatch.com/story/china-overtakes-india-as-worlds-biggest-gold-buyer-2014-02-18?siteid=rss&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A%20marketwatch%2Fpf%20(MarketWatch.com%20-%20Personal%20Finance%20News)

People buy gold because they are afraid of declining economic times. China is a house of cards that is about to collapse.

 

UPDATE 1-Russian central bank trims medium-term outlook, warns on rouble

http://uk.reuters.com/article/2014/02/18/russia-cbank-forecasts-idUKL6N0LN2L120140218?feedType=RSS&feedName=rbssFinancialServicesAndRealEstateNews

Russia, China, India, Turkey and Europe are slowing down. The U.S. and our returning economic allies are increasing.