Back in 2017, a minor diplomatic spat erupted when seemingly credible allegations were made that billionaire Xiao Jianhua had been abducted by agents of Chinese state security from the Four Seasons hotel in Hong Kong where he was staying. Indistinct video showed the figure, said to be Xiao under the blanket covering his head, being […]
Tag Archives: PBOC
There must be something in the air this winter – something that is besides the whiff of climate cant and manufactured eco-hysteria emanating from Davos and all the other organs of bien pensanterie. For, everywhere you look, someone is going less than quietly insane, either cooking up or Swedish chef rehashing glaring errors of economic idiocy […]
Some readers may be interested in putting a voice – and even a face – to the author. Below are links to three recent audio-visual publications in which I discuss US & Chinese macro as well as the interrelations between the three great asset classes of stocks, bonds, an commodities. Following on is a wider […]
After a hiatus of several months, I have resumed publication of the newly-titled ‘Money, Macro & Markets Monitor‘ under the auspices of Cantillon Consulting. Please click the link for a complimentary copy:- 17-05-25 M4 No 1
Reuters’ story that SAFE told its banks they should be as obstructive as possible in meeting customer demands for foreign currency, but should absolute not divulge the reason why, certainly succeeded in causing a stir in markets.
Regular readers will know that the articles published here are but a small subset of the detailed work I undertake to analyse economic and political developments and their effects on markets. In order to give some idea of the scope of this, presented below is an archive of past issues of the Austrian School-informed, in-depth […]