ES -- DX/CL -- isee -- cboe put/call -- specialist/public short ratio -- trinq -- trin -- aaii bull ratio -- abx -- cmbx -- cdx -- vxo p&f -- SPX volatility curve -- VIX:VXO skew -- commodity screen -- cot -- conference board

Saturday, September 13, 2008

 

as went the US, so goes china


michael pettis analyzes deteriorating conditions in china -- could he not as well be writing about the united states? collapsing property market, real-estate-dependent troubled banks now faced with liquidity issues, devastated manufacturing profit margins, loan supply and demand simultaneously falling away, and a resulting policy dichotomy between debt deflation and an engineered structural inflation in need of resolution.

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