Browsing Tag

food

Food price inflation now visible in China

By Sober LookChina's Ministry of Commerce blamed the increase in vegetable prices on "strong winds and rainfall in the country's eastern regions" that "disrupted production and logistics." Nevertheless vegetable prices are up 15.4% over…

Earnings, Employment and Inflation

Recent data suggest we are at the point where energy prices are creating demand destruction. Economic growth has slowed to below 2.% in the US. Further, ISM data suggest that companies are at the breaking point in their ability to absorb…

Is loan growth in China slowing?

The correct way to look at the causes of trade imbalances, in my opinion, is to look at policies that force up or down the savings rate, or the consumption rate (which is more or less the same thing since total savings is simply total…
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