mpettis.com - 1/13/2009
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’s December trade figures came out and, following November’s lead, everything is moving in the wrong direction. Exports were down 2.8% (versus up 21.7% in December 2007) which although bad at least is better than the average forecast of over 4%. Within overall trade exports to Europe were down ...
blogs.cfr.org - 1/13/2009
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blogs.cfr.org —
I’ll be unusually brief. I have been working
through the latest data on China — and, well,...
it is hard to top Calculated Risk. The fall in the US trade deficit today was easy to anticipate. The average price of imported oil was sure to ...
(more)
The fall in the US trade deficit in November
calculatedriskblog.com - 1/15/2009
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calculatedriskblog.com —
Both exports and imports are declining, but the
decline in the trade deficit was mostly about oil...
prices. Petroleum import prices fell from $92 per barrel in October to under $67 per barrel in November - and will fall further in December. The Census ...
(more)
Trade Deficit Declines Sharply
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Blog Reactions
why it's tough to be a landlord today...
Decline and Fall of Western Civilization —
... , november's contraction in american trade deficit may be short-lived as the dollar strengthens and fiscal stimulus bleeds over -- and china's december trade surplus gives little reason to think otherwise. ...
Readings 01/13/09
Paul Kedrosky's Infectious Greed —
... (FT/Lex) Senators Raise Questions About Geithner's Nomination at Treasury (WSJ) China slowdown 'big global risk' (BBC) Cornell to cut spending after endowment falls 27% (Bloomberg) Standard & Poor’s Puts Spanish Sovereign Debt On Ratings Watch Negative (afoe) Is there an idea crunch (Cassandra) Is the US trade deficit sustainable? Is China’s trade surplus? (Pettis) Increase in Ecommerce Sales Insufficient to offset Decline in Retail Consumer ...
vendor finance: pettis v setser
Decline and Fall of Western Civilization —
... pettis has argued that the chinese trade surplus is not sustainable by virtue of what enabled its creation -- a large increase in household debt. ...
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