Tag Archives | Chinese economy

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MM #186 – Are markets too optimistic on the Fed, China, and Brexit?

After a dark December, markets have become calm and optimistic about everything. IS this positive sentiment justified? We examine the three key topics: the Fed, Brexit, and China’s economy.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Fed: Markets have discounted a rate hike this year and even see a rate […]

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MM #99 – Is China out of the woods?

The world’s second largest economy is eyed by many with worries. We dive into the recent data and try to explain the good, the bad and the ugly before talking about the upcoming week, overshadowed by the  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. What’s going on in China?: Lots of data came out […]

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When Fed doves cry #74

The Fed adopted a more hawkish stance and this has implications for the USD, stocks and commodities all the way to the December. We begin by analyzing the statement, continue with discussing US growth in a new light, looking at China and preparing for the big events coming up. You are welcome to listen, subscribe and provide […]

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