by Bloomberg.com | Aug 9, 2023 | AlphaTack Intel
July’s data left no doubt: China is now clearly dealing with a deflation threat. Consumer and producer prices fell together for the first time since 2020, adding to concerns about the health of the world’s second-largest economy. News that China’s prices...
by Bloomberg.com | Aug 4, 2023 | AlphaTack Intel
Everything selloff is mirror image of July’s everything rally Treasuries drop amid Fitch downgrade, government bond sales When skepticism shifts to euphoria as quickly as it has in 2023’s stock and bond markets, the comeuppance is apt to be swift. That was the tale of...
by Reuters.com | Aug 4, 2023 | AlphaTack Intel
Summary Chinese investors, companies flock to CDs for higher returns Liquidity trap brewing as loss of confidence in economy spreads Money managers draw parallels with Japan’s ‘balance sheet recession’ in 1990s SHANGHAI/SINGAPORE, Aug 4 (Reuters)...
by Tyler Durden, ZeroHedge.com | Jul 19, 2023 | AlphaTack Intel
Authored by Nick Giambruno via InternationalMan.com, Did you know that 2022 was the WORST year for US Treasuries in American history? The benchmark 10-year Treasury fell nearly 18%, and the 30-year Treasury collapsed over 39%. Many other bonds did even worse. Even if...
by BusinessInsider.com | Jul 19, 2023 | AlphaTack Intel
Deflation could become a headwind for stocks, Morgan Stanley’s Mike Wilson warned. That’s because falling prices takes away firms’ pricing power, which hurts earnings. “[T]his is a slippery slope for earnings growth and hence stock valuations,...
by South China Morning Post | Jul 15, 2023 | AlphaTack Intel
Since Beijing quashed Ant Group’s IPO in November 2020, the upheaval in China’s tech sector has hit Alibaba, Tencent, Meituan and Didi A nearly US$1 billion fine levelled against Ant Group this month has been taken as a sign that the crackdown has finally come to an...
