Chinese Inflation
The Good Morning Report – 19th March 2025
Big US Tech stocks rolled over again while GOLD hit another fresh record high….Gotta love that price action!
The Good Morning Report – 11th of March 2025
US stocks got clobbered overnight as the historic culling of the US government is going to send America into a big recession.
The Good Morning Report – 10th of Dec 2024
APRA is banning Banks from issuing Hybrid securities which are popular with retail investors. Instead banks will have to fill the gap and raise the money via wholesale markets…..I think APRA’s decision is not about protecting retail investors but rather giving financial institutions control (and ability to make big money)
The Good Morning Report – 27th of Nov 2024
On day one Trump says he is going to sign an executive order to implement a 25% tariff on ALL goods coming in from Mexico and Canada. Plus he will add an additional 10% tariff to all Chinese products…..Sounds like some big inflation is on the way.
The Good Morning Report – 15th Oct 2024
Chinese inflation rate came in at 0.4% Vs expectations of 0.7%….With low inflation I’d expect the PBOC to announce further economic stimulus measures (money printing) over the coming months. Remember: central banks are mandated to create inflation of generally between 2% to 3%.