China Economics…Foreshadowing The Next S&P Drop?

May 25, 2011 2:07 pm

Attached is our series on featured economic trends from China (pdf format).  Notice that there has been a slowing in manufacturing as the government is looking to tame the CPI/inflation rate. So far, the policies have had “some” impact.

In addition to the down-loadable report, look at the chart below where we offset the stocks markets of China and the U.S. by 120 days, the same amount of time difference between the release of stimulus money for both countries.

Oh, by the way…Goldman recently upgraded, or… was it downgraded China shares this week… You know, I think they did both.

 

 

 

PDF – REPORT

Attached is our series on featured economic trends from China. Notice that there has been a slowing in manufacturing as the government is looking to slow the CPI/inflation rate. So far, it has had “some” impact. 

Take a look at the series attached. In addition, look at the last page where we offset the stocks markets of China and the U.S. by 120 days, the same amount of time difference between the release of stimulus money for both countries.

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