We have commented on these pages, and others have queried the strange fact of oil price slippage in the face of massive geopolitical headwinds in the Mid-East and Ukraine. But maybe the commodity price slippage is more demand driven?
September 18th, 2014 by Gary
The banking world throws up such huge numbers it is dangerously easy to lose track of real world context. The latest numbers from the Chinese themselves indicates its non-banking credit system is $4.4 trillion.
May 13th, 2014 by Gary
WealthiFi readers know we are concerned about maturing debts in the China shadow banking system due this summer. The following story via ZeroHedge is less than encouraging and focuses on corporate revenue growth.
May 6th, 2014 by Gary