pboc

October 15 Again, With Some China Emphasis

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The Central Focus of China——-Still Another Monetarist Failure

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China’s Ghost Cities Finally Died–And Steel/Commodity Feeder Complex Plunges

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Ignore That Dog Whistle–Why China’s Rate Cut Is Bad News, Not A Pavlovian Signal To Buy-The-Dip

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The Preposterous Conceit Of Central Bankers

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Swap Spreads Implicate Huge ‘Dollar’ Divergence

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How Can China Blame Exports, Too?

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Of Eurodollars And Asian Dollars, That Is The Question

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Not China’s Alone

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About Those Alleged EM Central Bank “Reserves”——The Nightmare Scenario

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