Tag Archives: China

China’s property bubble at risk?; What is driving oil prices?; Greek bond yields explode as Germany states support for restructuring

Hat tip to the fine folks over at MacroBusiness Australia for these links… China property bubble at risk? Moody’s Investor Services downgraded China’s property sector to negative from stable citing deteriorating credit conditions over the next 12-18 months. This comes … Continue reading

Posted in Economy | Tagged , , , , , , , , | 19 Comments

Exploring what a ‘hard landing’ in China would mean for the Canadian economy

This is the title of a fascinating new report by TD economics.  I have long warned that the possibility of a hard landing in China remains the greatest black swan event for the Canadian (and world) economy. …The Canadian economy … Continue reading

Posted in Economy | Tagged , , , , , , | 5 Comments

Revisiting predictions: Commodities still hanging tough, public sector unions under fire, European debt crisis intensifies, interest rate predictions

Revisiting predictions Now two full months into the new year, it’s worth stopping for a moment and taking stock of how things are shaping up.  You’ll recall that I made some predictions for 2011 back at the beginning of January.  … Continue reading

Posted in Economy, Social trends | Tagged , , , , , , , , , , , , , , , , , , , | 7 Comments

Conference Board on housing; OECD leading indicators show a slowdown in emerging markets

Conference Board weighs in on housing The Conference Board of Canada has published their Metropolitan Outlook for 2011 (subscription required to read report).  While the outlook for each city is interesting, I was drawn to their macro outlook for Canada … Continue reading

Posted in Economy, Real Estate | Tagged , , , , , , , , , , , | 5 Comments

The United States’ largest export: Inflation

Note from Ben:  The following post is courtesy of John in Ottawa A couple of days ago, Jesse made the comment that China has been exporting deflation to Canada for years.  That’s absolutely correct and life has been easier ever … Continue reading

Posted in Economy | Tagged , , , , , , , , , , | 19 Comments

Food inflation in China skyrockets; Retailer margin squeeze coming; More thoughts on stock picking

Food inflation in China skyrockets Chinese inflation numbers are set to be released tomorrow, with the market expecting a sub-5% reading….lower than anticipated earlier in the year. Despite this, inflation in China is rumored to be running at a double-digit … Continue reading

Posted in Economy, General investing | Tagged , , , , , , , , , , , , | 13 Comments