car sales

Dimmed Hopes In China Cars, Too

By |2019-06-12T17:40:03-04:00June 12th, 2019|Markets|

As noted earlier this week, the world’s two big hopes for the global economy in the second half are pinned on the US labor market continuing to exert its purported strength and Chinese authorities stimulating out of every possible (monetary) opening. Incoming data, however, continues to point to the fallacies embedded within each. The US [...]

The Mark of the Eurodollar: Five Years of China Car Sales

By |2019-05-13T12:53:11-04:00May 13th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The biggest problem, among many, with 2017’s globally synchronized growth narrative was that it was always missing China. This was an enormous contradiction because the Chinese were supposed to be at the center of the rebirth. So much of what was being counted on from this “global growth” was figured to come out of the [...]