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- China's Economy: Last to Weaken, First to Recover
- Jeff Nielson submits: It is somewhat misleading to talk about China's “economic recovery” - since it never slid into negative growth (i.e. a recession). Officially, the robust growth never slowed below a 6% annual rate – although some have suggested those numbers are somewhat “padded”. Nevertheless, what...
- External links 2009-05-13
- China's Economic Prowess Predicts Geopolitical Change
- Jeff Nielson submits: The heart of the global economy has moved East, yet the necessary economic, institutional, and political adjustments are still in their infancy. However, events this spring strongly suggest a steady acceleration in reshaping the geopolitical map. On the economic front, changes are more rapid....
- External links 2009-05-14
- Chinese Economy Is Strong, Despite Media Claims
- Jeff Nielson submits: Not all the efforts of the U.S. propaganda-machine are directed at generating false-hope in the U.S. economy and warping economic statistics beyond recognition. A large component of this campaign is to undermine confidence in other economies – in order to try to make investing in U.S. assets...
- External links 2009-06-10
- Soaring Retail Sales in China Demonstrate Economic Shift
- Jeff Nielson submits: Continuing robust demand in China's domestic economy provides clear evidence that China is making a smooth and successful transition between an export-dependent economy, and one which is much more balanced between trade and domestic consumption. The Chinese government reported retail sales figures for May at...
- External links 2009-06-16
- Is China Replacing India as the World's Premier Gold Consumer?
- Jeff Nielson submits: For several decades, Indian gold demand has dominated the global gold market, to the point where its own consumption-cycle became the “seasonal” indicator for gold. As Indian “wedding season” began in the fall, gold typically experienced a surge in the price. Then, in the spring, as wedding...
- External links 2009-07-27
- There's No Bubble in China
- Jeff Nielson submits: I find it utterly amazing how the same group of commentators who could not “see” the U.S. housing bubble – the largest asset-bubble in human history, can suddenly see “bubbles” everywhere (except in the U.S. economy). The most frequent target of these “bubble sightings”...
- External links 2009-11-06
Additional Resources
- Central Banks Shift Reserves Away from U.S. Dollar
- Jeff Nielson submits: The problem with trying to specify why the U.S. dollar is currently having its worst collapse in two decades is that one would wear out their fingers on their keyboard before they ran out of reasons. Let's start with economic fundamentals. The U.S. is...
- External links 2009-10-14
- Dollar's Days of Dominance Are Over
- Jeff Nielson submits: While it may not constitute the final “nail in the coffin”, India commemorated the 4th of July by joining China and Russia in announcing they were seeking “alternatives” to the U.S. dollar (as “reserve currency”). With yet one more “prop” removed from the gangrenous greenback, this left...
- External links 2009-07-05
- Gold Bears Stop Sector from Overheating
- Jeff Nielson submits: As I wrote a month ago in “Price of Gold in Controlled Ascent”, gold and silver is in the midst of a methodical, well-behaved rally – with few signs of the market over-heating. In that previous piece, I credited China's government for being in the “driver's seat”...
- External links 2009-11-24
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