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Not enough panic?
Author Cam Hui Posted: 25 May 2012 As stocks have descended in the last few weeks, investor sentiment measures have moved into zones indicating excessive fear. As an example, the Citigroup...
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Draghi, the last domino falls
Author Cam Hui Posted: 25 May 2012 As expected, the Latin quarter of the eurozone ganged up on Germany on the issue of eurobonds, but Angela Merkel stood fast. But Germany is becoming increasingly...
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Focus on China, not Europe
Author Cam Hui Posted: 30 May 2012 While everyone is focused and worried about the news flow from Europe, I am less concerned about the prospects for Greece and the eurozone. As I wrote in my last post...
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The NFP coin tossWhat’s the risk of capital flight in China?
Author Cam Hui Posted: June 3 2012 I wrote before that the likely negative surprise was going to come from China and not Europe (see Focus on China, not Europe). Yes, I am worried about China, but my...
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Ominous signs from China
Author Cam Hui Posted: 12 June 2012 As I write these words, markets are surging in the wake of the news of a bailout of Spanish banks. I had written before that the principal macro risk wasn’t coming...
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The ultimate contrarian sell signal for China?
Author Cam Hui Posted: 18 June 2012 It’s a sign of the ultimate height of hubris and I have been watching for this for some time, but the Skyscraper Index is flashing a sell signal on China. Here is an...
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Don’t lose sight of the medium term
Author Cam Hui Posted: 18 June 2012 Rather than focus on Greece this weekend, I thought that I would write about the medium term path for equities and the global economy. I came upon this BIS paper...
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China, beyond the hard/soft landing debate
Author Cam Hui Posted: 11 July 2012 Imagine a country where a sector has dominated that nation’s economy and is deemed to be “systemically important” to growth. Insiders of that sector have made...
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Wash, rinse, repeat?
Author Cam Hui Posted: 30 July 2012 Wow! The market’s ups and downs are getting more violent and the time frame of the moves are getting more compressed. When I wrote last Monday that the markets...
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Secular bull or bear?
Author Cam Hui Posted: 07 May 2013 As US equities have rallied in the last couple of weeks, there has been much discussion about the rotation in sector leadership from defensively oriented sectors to...
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