December 22nd, 2011 02:57:12 GMT

A positive tone in the Chinese press


Looking through the press in China today, there’s no reason for concern. China Securities Journal: at least 10 cities will maintain restrictions on new home buys (a sign that they believe the market is still healthy). Shanghai Securities News: full … Continue reading

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December 22nd, 2011 01:07:59 GMT

Dovish comments out of China


A survey from China’s central bank shows consumer inflation expectations falling in the first quarter of 2012. The survey also shows bankers expecting mon pol to loosen in Q1.  We should see an uptick in risk appetite and commodity FX … Continue reading

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December 16th, 2011 13:26:16 GMT

Still liking the risk rebound


European spreads are tightening and all the right people are winning votes in politics. With the US data docket clear, the focus will be on passing the payroll tax and/or avoiding a government shutdown. The rumors about a China reserve … Continue reading



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