Category Archives: China

China may dump its US Treasury holdings

Wednesday, July 23, 2008

The spectacular growth of Chinese economy in recent years (well above 10% of Y/Y GDP increase) is making the analysts to be very shy with any predictions that are not 100% rosy. Some famous hedge fund managers are making their kids to learn Chinese, others are competing with predictions when China will surpass US as […]

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China and Commodities - the Last Bubble

Monday, June 30, 2008

Many economists are closely watching China as the primary driving force behind the world economic growth and the commodities bubble. The alarm that this last bubble is about to pop was ringing several times in the last two years, but so far it proved to be a false alarm, and the commodities bubble resumed its […]

Also filed in Commodities, Economics, Finance, Investing | | Comments (5)

The anatomy of Consumption

Wednesday, May 21, 2008

This is the third installment of the article “Where is my recession?“. In the previous article “How interest rates work” we discussed that there the risk aversion resulted into a sharp decline in the cost of Treasury and GSE paper borrowings while the private debt is not so popular among investors. This time I want […]

Also filed in Commodities, Economics, Finance | | Comments (8)