The Time for Inflation to Be Resolved Benignly Has Passed

The possibility of a recession in the quarters ahead cannot be dismissed.

Chinese Lockdown Extends to More People Than the Entire U.S. Population

With 40.3% of the economy and US$7.2 trillion in production at risk, China's zero-Covid heavy-handed response is filtering through in the figures.

Markets, Russia, China and the Fed

I am more concerned, for markets, about quantitative tightening than rate hikes.

Fed Posturing, Russia, China Covid, Markets, Earnings Season, Valuation

Let's see how this earnings season shapes up. Founder Joins Ranks of Chinese Entrepreneurs Who Step Down

Richard Liu will still control the voting power of, China's second-largest e-commerce site.

Chinese Regulators Move to Allow Chinese Listings to Remain on U.S. Markets

The stock watchdog in China is circulating new rules that would let Chinese companies listed overseas to share audit data, a sticking point for the SEC.

Labor Markets, Bonds, Freight Stocks, Fed, April Optimism, China Listing Rules

Investors were aggressively selling the stock of any company that moves freight. Not typically a good sign.

Kass: There's Downside Risk to Economic Growth and Upside Risk to Inflation

I'm of the view that we are in a Bear Market rally.

Chinese Property Stocks Leap But Red Flags Abound

There's a mounting list of Chinese developers that say they can't file their 2021 annual accounts in time, a likely sign of deeper trouble.

3 of My Top Stock Picks From Asia for 2022

Look at these stocks for advances this year if the 'China recovery' continues.