Tag Archive: China Gross Domestic Products

China Enters 2020 Still (Intent On) Managing Its Decline

2020-01-21

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2020-01-21

China Industrial Production, 1998-2019
Chinese Industrial Production accelerated further in December 2019, rising 6.9% year-over-year according to today’s estimates from China’s National Bureau of Statistics (NBS). That was a full percentage point above consensus. IP had bottomed out right in August at a record low 4.4%, and then, just as this wave of renewed optimism swept the world, it has rebounded alongside it.

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A Sour End To The 2010’s Doesn’t Have To Spoil The Entire 2020’s

2020-01-01

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2020-01-01

China GDP, 2011-2019
It has been perhaps the most astonishing divergence in the first two decades of 21st century history. In late 2017, Western economic officials (mostly central bankers) were taking their victory laps. They took great pains to tell the world it was due to their profound wisdom, deep courage, and, most of all, determined patience, that they had been able to see their policies through to the light of day (no thanks to voters around the world).

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Nothing Good From A Chinese Industrial Recession

2019-11-30

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2019-11-30

China Industry, 2001-2019
October 2017 continues to show up as the most crucial month across a wide range of global economic data. In the mainstream telling, it should have been a very good thing, a hugely positive inflection. That was the time of true inflation hysteria around the globe, though it was always presented as a rationally-determined base case rather than the unsupported madness it really was.

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The Dollar-driven Cage Match: Xi vs Li in China With Nowhere Else To Go

2019-10-22

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2019-10-22

China Industrial Production, 1998-2019
China’s growing troubles go way back long before trade wars ever showed up. It was Euro$ #2 that set this course in motion, and then Euro$ #3 which proved the country’s helplessness. It proved it not just to anyone willing to honestly evaluate the situation, it also established the danger to one key faction of Chinese officials.

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