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Channel: Confessions of a Macro Contrarian » Yuan
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Importing Inflation Expectations

  In the economic war being fought between China and the US, the real world implications are being seen by the market.  While the US tries to export inflation to China, we have the Chinese trying to...

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Quote of the Day: China Bonds

This quote is from a bond analyst in China… The steps China has taken lately to slow down the affects of inflation are not working exactly the way that the government wanted. “The market is desperate...

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Shorting China via Australian Markets

If there is one obvious short in the global economy for 2011, it has to be Australia.  They have developed a leveraged relationship to growth in China, with an internal currency that has appreciated to...

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China: Worlds Fastest Printing Press

A couple of articles discussing the speed at which the Chinese government is hitting the printing presses crossed my desk today. Combined, they give an interesting view into the economic dynamics at...

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The World needs a new Louvre Accord.

The US dollar, as the world’s reserve currency, has a very important role in the exchange of value between nations.  It is currently estimated that 70% of all global trade is transacted in US Dollars....

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