Independent thinking for complex markets and current events
Beijing cracks open on producer prices, China PPI surges 1.7 percent mom and ends the deflation run, last domino falls hard into 2026. 1.7 percent mom producer price spike ends the long deflation party, China factories crank costs higher, last domino tumbles while global buyers get the bill. They swore deflation was permanent, now look …
Bill Ackman is right… 2005-2020, globalisation and Chinese urbanisation caused 15 years of global deflation and a long era of ZIRP. 2025-2045, AI will likely cause a long period of deflation (big productivity gains) and likely a long era of ZIRP. The West mostly failed to make use of the first ZIRP era, we didn’t …
Trump's givin Iran 48 hours to open the Strait of Hormuz… the equities market is giving Trump 24 hours to taco. pic.twitter.com/AUIgO1jn4K — The Great Martis (@great_martis) March 23, 2026 Nikkei nearing a big support level as well pic.twitter.com/uP1v95Olqt — Michael J. Kramer (@MichaelMOTTCM) March 23, 2026 South Korea halts trading for 5 minutes after …
Liquidations, not mere selling. There’s more going on behind the scenes than you think. Critical metals being liquidated means a growing worldwide dollar problem. Possibly a big one. While central bankers are running around talking about rate hikes because they wrongly believe oil prices are inflationary, where it actually matters we’re already seeing the total …
Cathie Wood says deflation is coming. Her evidence may surprise you. pic.twitter.com/4isH5XHtsB — Anthony Pompliano 🌪 (@APompliano) February 13, 2026
Link to article:https://t.co/T1T5Yz00VE — Kalani o Māui (@MauiBoyMacro) November 10, 2025 https://www.bloomberg.com/graphics/2025-china-deflation-cost/ BEIJING — From coffee to cars to real estate, there’s a recurring pattern in China: companies rush into an industry, then resort to discounts to stay afloat. That has economists worried. Natixis’ study of 2,500 listed Chinese companies reinforce how volume is growing …
CNBC’s Eunice Yoon reports on the latest news regarding the Chinese economy.
Asia’s deflation wave is no longer a theory. It’s a measurable shift. In June 2025, China’s producer price index dropped 3.6% year over year. That marks the sharpest contraction since July 2023 and extends the deflation streak to 33 consecutive months. The cost of production materials fell 4.4%. Mining prices collapsed 13.2%. Raw materials dropped …
Markets hit weekly high right after Israel strike but low summer liquidity could trigger another brutal crash… Oil is pointing to a new global deflation. That I predict will be outside of central bank control aka. a mass deleveraging event. pic.twitter.com/Srkj9RtjbJ — Mac10 (@SuburbanDrone) June 24, 2025 Today was the biggest down day for oil …
*SWISS CENTRAL BANK CUTS KEY INTEREST RATE BY 25BPS TO 0.0%, LOWEST SINCE JUNE 2022$CHF 🇨🇭🇨🇭 pic.twitter.com/Ajfw639gAz — Investing.com (@Investingcom) June 19, 2025 Zero yields are back! For those who believed zero and negative interest rates were something of the past. It already happened again, even without a new economic or financial crisis. The Swiss …
The higher the tariffs the greater the deflation https://t.co/f585ff7ifm — zerohedge (@zerohedge) June 12, 2025 Trump stated he might raise the tariff on manufacturing and cars soon. The higher you raise it more production they bring to the us. pic.twitter.com/w8BTsQrLu5 — Ali (@MerruX) June 12, 2025
Yup .. wait for deflation to hit. Velocity of M2 👇 pic.twitter.com/mttdIDWhBg — James E. Thorne (@DrJStrategy) June 12, 2025 PPI final demand less trade services leading the way lower for SPX gross margin estimates. pic.twitter.com/vrsM3DQKBx — Michael J. Kramer (@MichaelMOTTCM) June 12, 2025
Oil plummets to $56. Deflation is here. Once $60 is broken a bunch of things begin. Production starts going offline since it becomes unprofitable, leading to layoffs. You'd think that would be bullish or support the price, but it has the opposite effect due to growth concerns. https://t.co/w1egAvg2f2 pic.twitter.com/7eC0zIY1jl — Financelot (@FinanceLancelot) May 4, 2025 …
The idea that we’re facing a simple deflationary crisis like the one we saw in 2020 is nothing short of foolish. During the pandemic, the Federal Reserve could just step in and unleash trillions in liquidity, keeping the markets afloat. But today’s situation is far more complicated. This is stagflation, a deadly mix of rising …
Last night, financial carnage ripped through Asia. Margin calls. Liquidations. Panic. But this isn't just about Shanghai, Hong Kong, or Tokyo. Behind the headlines is something far bigger — signs of global monetary deflation, dollar stress, and a carry trade unraveling through… — Jeffrey P. Snider (@JeffSnider_EDU) April 8, 2025 Just talked with a source …
Zillow just revised down their 2025 housing market forecast to 0.6% price growth on a national basis, down from 2.9% earlier this year. The result is that Zillow is now forecasting home price declines in 250 cities across America, a clear sign of a slowing housing market. The areas in the U.S. where home prices …
China 30 year continues to drift lower, yield 1.854%. Deflation and the lost decade are real possibilities. With over capacity in manufacturing it’s only a matter of time before deflation reached the west. pic.twitter.com/GUzESzA0QB — James E. Thorne (@DrJStrategy) January 8, 2025 🚨DEFLATIONARY IS COMING TO CHINA🚨 China's economy has seen deflation for 6 STRAIGHT …
Authored by Frank Shostak via The Mises Institute, The yearly growth rate of the consumer price index (CPI) stood at 2.7 percent in November, against 2.6 percent in October. In June 2022, the yearly growth rate was 9.1 percent. The price of a good is the amount of money asked per unit of some particular good …
Here comes Chinese central bank bond buying, but this is no QE. A report surfaced in China Daily strongly implying the Chinese government is beyond just exploring something called money-financed fiscal expansion. We’ll go over what that is, how it is different from QE, and what the real takeaway is. I see that China Stimulus …
This article seems like an implicit warning against further credit weakness. However, credit is falling off a cliff NOT because nonbank financials are shifting to another source of funding, but because there is simply no credit demand in the economy given the deflationary context — Shanghai Macro Strategist (@ShanghaiMacro) May 30, 2024
Much is being made of the China-driven price war upending the electric vehicle universe. Sticker shocks emanating from electric-vehicle giant BYD alone have Elon Musk practically begging for fresh tariffs, lest China “demolish” Tesla and its ilk. Yet this upheaval in the EV space is a microcosm of corporate America’s 2024 as Chinese deflation intensifies. …
Mr. Casey serves as a trusted advisor to a diverse range of business owners and professionals, advising them on financial issues impacting their companies and their personal wealth. He has served as a trusted advisor to a diverse range of business owners, advising them on financial issues impacting their companies and their personal wealth. He …
Recent indicators suggest a potential shift as M2 money supply contracts sharply. While inflation has been the norm in recent years, notable declines in asset prices, such as a 25% drop in used car prices and a 50% decrease in egg prices in 2023, raise questions about deflation risks. Examining historical patterns, instances of deflation …
by confoundedinterest17 Government power is causing inflation and middle class economic repression. For example, US credit card debt is at an all-time high as consumers attempt to cope with inflation under Biden. While inflation RATE is finally cooling off, the LEVEL of inflation remains high. Purchasing power for consumers is down 15% under Vacation Joe. …
China REITs plumb record lows as economic gloom lingers SHANGHAI/SINGAPORE, Jan 11 (Reuters) – China’s real estate investment products are tumbling, extending last year’s slump as investors lose hope for a recovery in the economy and property assets such as industrial parks and logistics hubs. Chinese real estate investment trusts (REITs), which issue shares to …
Read Victor’s July 2018 article about Rules Of The Bond Game here: The Rules of the Bond Game https://www.theepochtimes.com/opinion… During this 35+ minute interview, Victor talks about the bond bear market and how the rules for many “markets” and economic data like CPI and Jobs Reports are constantly being changed. Victor doesn’t think that the …
Inflation has fallen from 9% to 3.1% in just 18 months Is the US economy now at risk of deflation? pic.twitter.com/qMY0kCJi97 — Bravos Research (@bravosresearch) January 2, 2024 The New York Fed's measure of underlying inflation (the "multivariate core trend" rate) ticked down to 2.3% in November from a downwardly revised 2.4% (originally reported as …
In case there is still any confusion: "Prices are unlikely to return to pre-Covid levels. It would probably take a historically painful recession to engineer that degree of deflation. In other words, past inflation is mostly water under the bridge for the Fed." – BofA — zerohedge (@zerohedge) December 26, 2023 The survey, which polled …
China's 30-Year Government Bond Yield has fallen to its lowest level since 2005 pic.twitter.com/Rg9tCuNVyf — Win Smart, CFA (@WinfieldSmart) December 24, 2023 The U.S. economy has a new twist: Deflation. Here's what it means. https://t.co/CO1DlmGUZH — CBS News (@CBSNews) December 8, 2023 After grappling with high inflation for more than two years, American consumers are …
Costco reports inflation at zero, a significant drop from 6%+ just 9 months ago. Very encouraging Costco update on inflation: basically at zero. Down across board. And the pace of decline is steep: Inflation at $COST was 6%+ only 9 months ago. $WMT $AMZN $TGT $KR $XLY $XLF $TLT pic.twitter.com/RP5QhItTSh — Rahul Sharma (@Retail_Guru) December …