Effect of a Chinese bubble burst

I can see that my last post about the building Chinese asset bubble has caused some alarm.  To allay those fears let me first start by saying that I think the effect of the asset bubble bursting in China will be much less pronounced on the rest of the world’s...

More evidence of Chinese bubble

Yesterday Stratfor, alias Strategic Forecasting, Inc., announced that its sources, combined with its own internal analysis, provided evidence for a new money supply tightening policy from the Chinese government.   To stave off the effects of the global recession...

Irrelevant jobless claims?

Something very interesting has happened today with regard to the weekly Department of Labor jobless claims data.  “What,” you may ask has happened?   The news is not front page news on the Wall Street Journal’s website.  Instead the data are...

China update

In my 2011 predictions I had some fairly strong predictions for China.  While it has only been a little more than a month since that post China is very much a part of the news at the moment.  That’s because Hu Jintao, the Chinese leader, is currently visiting...