MONETARY REGIMES - CounterStrikeMedia

HOW TRUMP IS WINNING TRADE WAR AGAINST CHINA

10/26/2018

FORBES

u.s._won’t_resume_trade_talks_without_firm_proposal_from_a_wary_china_-_wsj.pdf
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how_the_u.s._and_china_misread_the_signals_in_the_trade_war_-_the_washington_post.pdf
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MIKE PENCE ON CHINA

The Impatience Of China's Xi Jinping, China
by Markos Kounalakis via Miami Herald
China is a methodical nation that cautiously plays the long game. That’s the story China likes to tell about itself and the one it would like the world to believe. Unfortunately for China, that once-credible narrative is now a full-blown myth.

THE SINO-AMERICAN RIFT

REPRESSION IN CHINA

WHY THEIR WILL NOT BE A COLD WAR

The Long Sino-American Trade War
Michael Spence foresees significant long-term consequences, affecting the very structure of the global economy.

THE CONTRADICTION THAT IS CHINA INC.

10/26/2018

https://www.zerohedge.com/news/2018-10-20/alhambra-chinas-economy-not-crashing-its-worse

Why a Sino-American Cold War Won't Happen
Ngaire Woods, Project Syndicate

A LOOK AT ECONOMIC FREEDOM & STOCK MARKET CORRECTION

10/25/2018

Economic Freedom, Part 2
by Alvin Rabushka via Thoughtful Ideas
Most of us have an intuitive or common-sense notion of the meaning of economic freedom. A smattering of features or attributes includes free markets, private enterprise, voluntary exchange, capitalism, limited government, laissez-faire, free trade, low taxes, free movement of capital, and other dimensions of economic life.

Everything is going wrong for the US stock market
BY DAVID P. GOLDMAN
Trump’s trade war is finally hitting home and the US housing market is in freefall

A REVIEW OF THE TRADE WAR

10/25/2018

The Long Sino-American Trade War
by Michael Spence via Project Syndicate
If governments are going to engage in trade wars, they should have a clear and pragmatic vision of where they want to end up.

THE COMING COLLAPSE OF CHINA & XI JINPING SEEKS NOVEMBER DEAL WITH TRUMP

10/23/2018

China’s Coming Financial Crisis and the National Security Connection
by Stephen Josk

China seeks framework for November deal with Trump
BY DAVID P. GOLDMAN
Beijing may be ready to trade short-term concessions and bide its time until it is far and away the world’s largest economy

White House adviser Kudlow confirms Trump-Xi meeting

Stephen Joske writes: China does not need a democratic transition to resume economic growth and military spending. We would be dealing with a China that has lost its post-Global Financial Crisis hubris, but which would become harder to deal with as it grows more insular, all the while blaming domestic problems on external forces. – War on the Rocks

How China’s economic rise killed off 3.4 million US jobs

CHINA STOCKPILES COPPER WHILE CENTRAL BANK ROLLS OUT "THE PLAN"

10/20/2018

FORBES

China moves to bolster confidence in markets and economy

Trump Is Forcing China To Reassess Its Strategy
quoting Niall Ferguson via National Interest
Trump’s seeming unpredictability, and penchant for muscular showdown, has dramatically altered China’s risk calculations, forcing Beijing to constantly revisit its strategic assumptions.

YAHOO FINANCE EXAMINES TRUMP'S TRADE WAR ON CHINA, BEIJING LOOKS AT ITS OWN DEBT TRAP & GLOBAL GOVERNANCE AT CHINA INC.

10/20/2018

YAHOO FINANCE

BEIJING EXAMINES DEBT

CHINA INC
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RAJAN: HOW TO REGULATE AN ECONOMY & MOVING SUPPLY CHAINS OUT OF CHINA

10/20/2018

Raghuram Rajan: Global Financial Stability Risks: A Conversation With Yellen, Reichlin, And Rajan
interview with Raghuram Rajan via Brookings Institution
Hoover Institution fellow Raghuram Rajan argues that regulatory and supervisory tools should be used actively and preemptively to prevent leverage in the financial system from becoming too high.

ASIAN CRISIS CALLING: RAJAN AND JOHN TAYLOR EXAMINES CONTEMPORARY FISCAL CRISIS OF ASIA PROPER

10/17/2018

Asia's 2008 Seer Is Worried All Over Again
featuring Raghuram Rajan via South China Morning Post
Indian economist Raghuram Rajan, who correctly called the subprime crisis, is worried about growing imbalances and the possibility of another global shakeout.

Tighter belts and shorter roads plague China’s BRI projects

John Taylor On The Global Economy
interview with John B. Taylor via CNBC
Hoover Institution fellow John Taylor discusses trade policy and capital markets.

Mohamed A. El-Erian writes: Rather than wait it out, China would be better advised to follow the approach of South Korea, Mexico and Canada by making concessions to reach an accommodation with the US. [...]Making concessions now won't deliver China’s theoretical “first best,” nor will it be free of costs and risks. Yet it may well be the best feasible option the government has if it is to avoid the bigger threat of seeing its development process derailed. - Bloomberg

JOHN MUELLER AT JACK KEMP FOUNDATION: CURRENCY MOVEMENTS & TURKISH ZOMBIE COMPANIES

10/12/2018

JKF

Turkey’s Walking Dead: Zombie Companies Lurk Around Every Corner
Aykan Erdemir, John Lechner — War on the Rocks
Following Turkey’s failed coup attempt in July 2016, President Recep Tayyip Erdogan imposed a state of emergency, curtailing not only political but also economic freedoms, including a ban on corporate bankruptcies. When the Turkish government lifted the state of emergency two years later, it naturally led to fears of a bankruptcy surge. The Turkish lira’s meltdown in August, contributing to a 40 percent devaluation of the currency this year alone, has exacerbated such fears. Erdogan’s response has been to allow companies to exclude foreign currency losses from bankruptcy calculations, which risks creating a “zombie economy” to complement Turkey’s already lifeless democracy… Read more

TRENDS IN US TREASURIES REVEALED & CULPRITS ON STOCK CRASH

10/10/2018

The US stock market on the Orient Express

A look at financing requirements for US Treasuries
BY DAVID P. GOLDMAN
All three main sectors that buy US debt are challenged

Debt: Challenges Ahead
mentioning John B. Taylor via World Bank Publications
Public debt is rising in both emerging markets and low income developing countries to levels not seen since the early 1980s. Forty percent of low income developing countries are now either in debt distress or at high risk of default. At the same time, corporate debt in emerging markets is also exceeding historical levels. This situation calls for new efforts within developing countries and the international community to contain vulnerabilities rising from these increasing levels of debt.

MIDEAST MARKETS PERFORMING WELL

10/10/2018

Mideast markets outperforming rivals

DWARFED PRIVATE SECTOR IN CHINA CONTINUES WHILE DERIVATIVES CRASH GLOBALLY

10/10/2018

Breaking down the walls strangling China’s private sector
BY GORDON WATTS
Reformists join the fray as State-owned giants continue to dominate economic landscape and funding

Has the derivatives volcano already begun to erupt?
BY DAVID P. GOLDMAN
The risk remains that dollar credit will seize up globally, with disastrous consequences for countries that have to borrow dollars to cover deficits

China infrastructure recovery?
BY DAVID P. GOLDMAN
Big gainers among Hong Kong-traded Chinese stocks are infrastructure companies

No room for significant RMB depreciation: analysts

WHY FOREX TRADE IS EXCEEDINGLY DIFFICULT IN THE ECONOMIC, TRADE CLIMATE

10/7/2018

THE COALITION OF THE WILLING BEGINS: TARGET CHINA

10/7/2018

WHY CHINA CANNOT HAVE "NO DEAL" WITH TRUMP ON TRADE & BEIJING MOVES STIMULUS TOWARD CONSUMPTION

10/2/2018

China’s stimulus program shifts to services

Why Xi fails to convince China’s main trading partners

RMB presence in global foreign reserves continues to rise

SAUDI ARABIA PROPS UP YEMENI CURRENCY WHILE IRAN STEPS UP SANCTIONS AVOIDANCE REGIME

10/2/2018

Saudi Arabia offers millions to stave off Yemen currency collapse
Saudi Arabia said on Monday that it will transfer $200 million to Yemen’s Central Bank to support the country’s deteriorating economy. The pledge made by Saudi King Salman bin Abdul-Aziz Al Saud aims to ease the financial burden suffered by Yemenis who have been protesting the collapsing Yemeni riyal. The Central Bank increased interest rates as the national currency witnessed a free fall because of the ongoing war in the country.

In a separate announcement, Saudi Arabia admitted on Monday to making mistakes in its military operations in Yemen. “The task force recommended that perpetrators should be held to account and victims should enjoy redress,” Saudi Defense Ministry official Osaiker Alotaibi told the UN Committee on the Rights of the Child investigating the death of children in the Yemeni conflict. The kingdom has come under international criticism since its intervention in the Yemeni war in 2015, for killing civilians and bombing schools and hospitals. Read More 

Iran is developing a range of new financial products, from Islamic bonds to warrants and insurance-linked securities, in an effort to give local firms more funding options as sanctions put pressure on the economy. - Reuters

THE CHINESE ECONOMY SLOWS DOWN & EMERGING ASIAN ECONOMIES SURGING

10/1/2018

Emerging Asia trade surges

Asia risk continues to ebb

GREGORY COPLEY ON THE TRADE WAR, SOVEREIGNTY, NATIONALISM AND IDENTITY

10/1/2018

https://www.amazon.com/Sovereignty-Identity-Cultures-Nation-States-Civilizations/dp/1892998254