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China’s Event Horizon

Posted 3 years ago by Monterey

The world’s No.2 economy is near the point where lower rates make matters worse—a deflationary black hole (Originally published Aug. 28 in “What in the World“) Profits at China’s big

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Austerity begins at home

Posted 3 years ago by Monterey

As Xi pulls China inward, its households batten down the hatches (Originally published Aug. 25 in “What in the World“) China’s many economic problems are by now well-known. Solutions are

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Armchair quarterbacks take the field

Posted 3 years ago by Monterey

With Beijing sending mixed signals, veteran pundits offer their own 20/20 hindsight on China’s crisis. (Originally published Aug. 22 in “What in the World“) China’s looming financial and economic crisis

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Life support

Posted 3 years ago by Monterey

Beijing tries to pump life into China Inc. without feeding the property bubble—or killing the patient. (Originally published Aug. 21 in “What in the World“) China’s central bank moved Monday

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The roof, the roof, the roof is on fire

Posted 3 years ago by Monterey

As China’s economy lurches, markets fret its leader is willing to let the motherf***er burn (Originally published Aug. 18 in “What in the World“) China now finds itself confronted by

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You can’t handle the truth!

Posted 3 years ago by Monterey

China buries youth unemployment data as bad news about the economy mounts (Originally published Aug. 16 in “What in the World“) Nothing does more to torpedo confidence than hiding the

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It’s not the fall. It’s the sudden stop.

Posted 3 years ago by Monterey

Weak data on China’s bank lending raise new fears of an impending credit crisis (Originally published Aug. 14 in “What in the World“) The economic news today from China is

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Dr. Biden’s Rx: salt for China’s wounds

Posted 3 years ago by Monterey

As China’s economy slips into deflation, the White House imposes new sanctions against investing there (Originally published Aug. 10 in “What in the World“) U.S. President Joe Biden issued an

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Eat Bitterness

Posted 3 years ago by Monterey

Weakening global demand and severe weather are compounding the travails facing China’s Class of ’23 (Originally published Aug. 9 in “What in the World“) Turns out the reason China’s universities

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Remain Calm! All is Well!

Posted 3 years ago by Monterey

Investors head for the exits as China uncovers even more unemployed youth (Originally published Aug. 8 in “What in the World“) Capital outflows are putting downward pressure on China’s yuan

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