Blog Archives

China Trade Data and Economic lead points to longer term health | China Insight

In an asymmetrical economic miracle such as China the Dollar’s strengthening has already led to a 6.36 rate to the Dollar contrary to expectations of continuing depreciation to the Dollar. The talks of a hard landing and a squeeze on

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Posted in China, Financial Markets, Financial Services, US

US Economy: April Trade follows predictable pattern

Most of the global economy being snared by a dullness in production and services, April’s Imports and Exports for the US followed the predictable OECD pattern of a duller import month led by a large fall in Petroleum imports as

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Posted in Amitonomics, Retail Lifestyle, US

India Economic Trends Report: Exports up to $24.5B, PMI above 54 (May 2012)

India managed to maintain last april’s exports value that was a pretty big jump from April 2010 at a 20% growth but there was no growth. Auto sales have started trickling in weak though markets and currency having over corrected

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Posted in Amitonomics, Financial Markets, Financial Services, Global, India, Investments

US Economy: Awry Euro claims could reward US investors, housing could recover

The day has started well with the Ira Sohn conference giving a lot of hope to ideas floating around in my head since that jump began last year, but then Jobless claims seem to have kidnapped good news baselines to

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Posted in Amitonomics, Banking, European Sovereign Debt crisis, Financial Markets, Global, US

US Economy: Trade deficit near $46 bln for month. Petroleum deficit down to $28 bln. Jobs deficit 380,000

Yesterday Export and Import prices jumped 0.8% and 1.3%, up largely on the imports bearing the prices of Oil. Export prices were stronger on US leading agri exports in wheat, Corn, rice and others as well while Beef exports bring

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Posted in Amitonomics, Banking, Global, Retail Lifestyle, US

Molycorp buys into a Rare Chinese mine for the “nuclear option” | Deal insight

Rare Earths, though tainted by radioactivity and nuclear fission ramifications, are as much a part of WTO as any other trade. For years, the problem for the industry has been the virtual dominance of Chinese producers and exporters in the

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Posted in Private Equity

China Singular Trade deficit | China Review & Insight

The large deficit in trade just announced by China on the back of a large 40% jump in imports to $31.5 bln, is not as bad as it seems. The market was expecting a $5 bln deficit and As january

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Posted in Amitonomics, China, Global

China inflation hits target 3%. now a dull PPI shutdown scare | Asia Review & Insight

The Inflation ticked down -0.1% M/M at retail to hit a Y/Y 3% comparison, Propducer Prices weak at the same level as last year linking to the production scare in the Eurozone which China by policy would have to indulge

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Posted in Amitonomics, Brazil, China, Emerging Markets

US Economy: IF JP Morgan couldn’t help the street, trade won’t either | Banking Insight

10:37 AM And  now you won’t ever trust the UMich Consumer Sentiment again! Last month the UMich index jumped to 69, the Bloomberg consumer comfort index also movfed significantly to -47. Now when the Bloomberg consumer comfort number is stil

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Posted in Amitonomics, Bailout Nation, Financial Markets, Retail Lifestyle, US