Chinese Stocks Break Out

Many have noted the disconnect between the restrained strength of the recovery of the U.S. economy from recession and the elevation to near record levels of the U.S. stock markets.  A sort of equal and opposite event may have been occurring in China.  Chinese stocks have broken out of a severe downtrend:  See LINK to [...]


Are Chinese Stocks Signaling Yet Lower Lows In U.S. Interest Rates?

What do Chinese equities have to do with U.S. interest rates?  Perhaps more than one would think.  This is a multi-year chart of the Shanghai Composite (stock) Index:


Anyone who has a passing familiarity with what’s happened to U.S. interest rates the last several years can see there is a close correlation between [...]