Category Archives: Featured

You don’t Use Interest Rates to Control Cabbage Prices: China February CPI +2.7% will Not Trigger Policy Tightening.

Posted on March 22, 2010 by John Rutledge

China CPI – February 2010 (The charts below are courtesy of Andy Rothman at CLSA. Andy is by far the most knowledgeable person I know on Chinese inflation issues.) The worry that rising inflation in China will provoke the government … Continue reading →

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China Is Not Going To Sell Their U.S. Securities

Posted on February 17, 2010 by John Rutledge

Whether China will continue to own/buy our bonds or not is a story that shows up in the media every few months. It makes good copy but most of the people who write about it have little direct knowledge of … Continue reading →

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