Tag Archives | the Fed

China And The Fed: Still Back To Front

By John Richardson

THEY are still getting it the wrong way round.  Both the Financial Times and The Economist, have said over the last few days that weaker prospects for emerging markets are mainly the result of Fed tapering.

We …

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Global Equities, China, The Fed And Some Perspective

By John Richardson

AS USUAL, everyone will take what they want and need to take, in order to protect their own interests, out of Monday – the worst day for the Dow Jones Industrial Average in seven months. This was …

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China’s About Turn: The Seven Global Implications

By John Richardson

HISTORIANS will end up concluding that falling emerging market currencies and stock markets – the prelude to what could be a full-blown crisis –  is really about China and not about the US Federal Reserve. The Fed …

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China “Base Case” Indicates Another Good Year

By John Richardson

LAST year was a tremendous year for polyethylene (PE) exporters to China, according to data provided by US-based International Trader Publications, the US-based trade data and analytics service.

They conclude that China’s imports of high-density polyethylene (HPDE) …

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Getting China And The Fed The Wrong Way Round

By John Richardson

MOST newspapers and wire services still seem to have got it in the wrong way round. Last week, as Argentina’s Peso crisis began, they continued to identify Fed tapering as the number one threat to emerging markets …

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China Is “The Fragile One”

By John Richardson

THE “Fragile Five” might, as we discussed on Monday, have become “The Exposed Eight” developing countries threatened by a disorderly Fed tapering.

But what if, in all the focus on the Fed cutting back on quantitative easing, …

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Oil Market Risks For 2014

By John Richardson

PAUL Satchell, the UK-based chemicals analyst with glob investment bank Cannacord Genuity wrote  in his December Volume Proxy* report, which was released earlier this month: “It has long been our opinion that real demand fundamentals in commodity …

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The Perils Of An Even Weaker Yen

By John Richardson

YOU cannot turn 65-year-olds into 35-year-olds, no matter how much central bank stimulus you throw at the problem.

This is why the real, underlying problem with Japan is its demographics which make all the current attempts to …

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Chemicals Companies Need To Prepare For Deflation in 2014

By John Richardson

IF the US Fed’s polices are working why is AP Moller Mearsk – the shipping company which is widely seen as a proxy for global trade – cutting costs and reducing capacity?

Probably because as Henny Sender …

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Guaranteeing The “Trickle Down” Effect

By John Richardson

THE average-paid worker in a US company has to work for more than a month to earn what her or his CEO will earn in just one hour, according to this video from Adam Mordecai – the …

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