China's Tightening Ends: Notable Monetary Conditions Loosening Seen In March Money And Credit Data

Tyler Durden's picture

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tek77blu's picture

uranium stocks have sold off 50-80% since the japan crisis happened. here's a good commentary on it: http://www.youtube.com/watch?v=f-EkkhJi9VY

FOC 1183's picture

if you're going to spam, at least preface with 'OT'

Bicycle Repairman's picture

"Expect a few month break between QE2 and QE3 at best."

Try trading it if you have the stomach.  And remember, if you do try to trade it, you will be competing against the likes of GS, robotrader and mathman.  Those guys never lose.

Pegasus Muse's picture

How can QE end -- even for just a few months -- if 43 cents of every dollar the US Gov. spends is borrowed?  Who, save the Fed, is going to buy our junk?

qmhedging's picture

Hike some rates and have a nice weekend

Cdad's picture

Tyler,

The Euro/USD cross is teetering in a very precarious spot.  At 1.439, the drop down to 1.425 seems likely...and would be very disruptive.  I suspect that would cause the totally depraved, now half insane US Dollar stud man to burst out of Lloyd Blanfeind's closet, bottle of lube in hand.  Bankers now realizing they have politicians behind their lines would now also see the potential for some very nasty adult film making.  

Will the criminal syndicate Wall Street banker army be flanked today?

 

FUBAR day today....totally!

MSimon's picture

Israel seems to be the only Western economy not in monetary trouble.

squexx's picture

Why should the Evil Tribe be in trouble?!? They have all that money their frontman Madoff stole. Not to mention lots of profits from white slavery, the ecstacy trade, stealing organs from people they murder, what they can swindle or bully out of the US Government, sales from US technology to China, etc....

zen0's picture

Who did Madoff steal from, the Irish?  And why did you leave out killing babies to use their blood to make Matza? It's that time of year again, you know.

ivana's picture

Look at SHIBOR tells that short 1W-3M interest rates have dropped but longer are still high.

IMO this may be just temporary easing, kind of "challenge" to bankster mafia and chairsatan. Could be linked with RMB expansion and PIIGS bond activity as first sign of chinese CB taking leading position among world financial "institutions".

In that case - watch out for retaliation!

or caused by internal tensions in worst case for chinese - which has  lowest probability IMHO

(IMHO - in my HUMBLE opinion)

A Man without Qualities's picture

I wonder if the Chinese authorities are trying to tighten up the unregulated credit markets, and therefore are allowing debts to move onto bank balance sheets?  As I understand it, this has been a big problem with tightening so far - the credit markets just move into the shadows...

So maybe it's more positive than it seems...

Dollar Bill Hiccup's picture

Deal with the devil! (no, not Lloyd but then again, they called the commodity top?) --

QE ends, inflation that the FED is NOT causing pulls in as spec money evaporates from commodities. China is once again free to pump it up, along with the BoJ! (if only they could have pumped water as well as liquidity).

That would be quite a trick. Just a thought. I'm leaning more and more to the recession camp but in the land of extend and pretend, things are not always as they seem.

But seriously, PBoC would be absolutely nuts to step on the gas again at this point unless they had certain, shall we say, guarantees ...