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Tag Archives | China

Some “Positive” Economic Data from China

While global markets reacted negatively to a surprising 18% year-on-year decline in Chinese exports during February, there were some positive developments from the imports side of the ledger that indicate Chinese growth prospects may not be as bleak as some traders believe. First and foremost among these are February Chinese crude oil imports, which were […]

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Economic Focus for the Week – 2013.11.11

While commodity market measures have fallen to their lowest levels since April and markets like crude oil, gold, silver, copper, corn, cotton and sugar have seen significant declines, it is really difficult to suggest that the erosion in prices has run its course. Given recent strength in the Dollar and uncertainty towards the US and […]

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Private Survey Questions Official China Production Estimates

A Geneva company which provides industrial inspections, analysis, testing and verification systems (SGS SA) reported to Bloomberg that after 302 interviews in seven of the largest growing areas of China that production will be just 199.1 million tonnes. This is far less than the National Grains and Oils Information Center in China with an estimate […]

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Approaching Commodity Recovery

Periodically it pays to take a step back from the markets to look at the big picture. Earlier this spring there were fears of another recession, which was given credence by weak US Payrolls and disappointing Chinese GDP data. Not surprisingly, commodities came under an aggressive liquidation wave from February into a mid-April. Over the […]

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Don’t Misinterpret the “Commodity Super Cycle”

There has been widespread talk that the so called, “Commodity Super Cycle” has come to a grinding halt. While the commodity complex may not be the darling of Wall Street at the moment (See CRB vs. S&P 500 Charts below) world agricultural commodity demand, particularly from China, ┬áremains robust and better then ever. We believe […]

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Turmoil In Cyprus; Global Equity Market Weakness

Chinese equity markets were lower overnight off a combination of weakness in developer and real estate shares and also because of the turmoil being thrown off by Cyprus. New Chinese leadership was installed and they in turn suggested that growth in the Chinese economy was the primary focus of their new government. The Japanese Nikkei […]

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