Christopher Beddor

Christopher Beddor

@cbeddor

Followers1.2K
Following1.3K

China stuff.

Joined on January 05, 2011
@cbeddor Statistics

We looked inside some of the tweets by @cbeddor and found useful information for you.

Inside 100 Tweets

Time between tweets:
4 days
Average replies
10
Average retweets
63
Average likes
135
Tweets with photos
10 / 100
Tweets with videos
0 / 100
Tweets with links
0 / 100
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My views on the Phillips curve puzzles and non puzzles. And the implication for wage inflation targeting. (from a discussion at Brookings)

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If this repo issue was happening in China there would be a million opinion/analysis pieces calling the start of a financial crisis. Turns out central banks have the tools to deal with this stuff.

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I hope whoever is covering the Mengniu Bellamy's deal can take a look back at the past couple years of disruptions to Bellamy's China market access & discusses implications (both to the company's value & to future market access here)

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The dominance of retail investors isn’t the reason. China’s financial market is one in which the macro data is suspect, financial statements are questionable, there is a lot of insider activity and no clear corporate governance... https://www.ft.com/content/e5af8da0-1fc7-11e5-aa5a-398b2169cf79 … via @financialtimes

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Guys, there's a guy in Indiana who imports *horse carts for Amish people* because he says they're no longer produced in the US and he can't pay the 25% tariffs on ones he gets from China. https://exclusions.ustr.gov/s/USTRPublicDocketExclusionRequestDetails?requestId=a06t0000003NJTRAA4 …

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Reuters: #Trump: we are going to start talking very seriously with #China

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85% of the US goods China hit with tariffs today are being hit for a second time. Nearly all of the products that Beijing spared in previous rounds of tariffs were spared today too.

85% of the US goods China hit with tariffs today are being hit for a second time. Nearly all of the products that Beijing spared in previous rounds of tariffs were spared today too.

Coming into Jackson Hole, economists are grappling with a major issue: Can central banking as we know it be the primary tool of macroeconomic stabilization in the industrial world over the next decade? In my forthcoming paper w/ @annastansbury, we argue that this is in doubt. 1/

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George Hay
3 months ago

Quoted @Breakingviews

If Donald Trump is looking around for an alternative target to Greenland, he could do worse than a lob in a bid for the United Kingdom, @gfhay writes: https://bit.ly/2HjNlo5 

If Donald Trump is looking around for an alternative target to Greenland, he could do worse than a lob in a bid for the United Kingdom, @gfhay writes: https://bit.ly/2HjNlo5 

Given that #GreenlandIsNotForSale, @realDonaldTrump needs a new way to quench his desire for geo-M&A...

Reuters Exclusive by @julie_zhuli + @GregRoumeliotis: #Alibaba postpones its #HongKong listing, originally scheduled for late August, amid protests; the deal, which could be worth up to $15 bln, could launch as early as October -sources

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Quoted @nfergus

A really first-rate critical review of the recent "democracy in crisis" literature by Shany Mor @ShMMor : https://www.tabletmag.com/jewish-news-and-politics/289489/nobody-understands-democracy-anymore …

Yes, agrees. Ironically democracy seems historically to be “in crisis” precisely when it is most proving its superiority to other systems, i.e. when it is managing us through a difficult, messy adjustment. The books cited here seem to worry that democracy is in trouble because...

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Thread on China’s central bank digital currency (CBDC), which they say is “just around the corner” 1/ few public details changed since I wrote this summary of the project last year. Still aimed narrowly to replace cash. Read this for the key details:

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Hengfeng is the last of the three major regional banks where issues were blatantly obvious. All credit to the authorities for drawing a line under these problem cases.

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Replying to @Birdyword @gabewildau

Educated guess - top-level decision, but left to lower-level officials to implement with flexible timing.

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Speak often enough to CEOs of companies that make things and you realize how divorced macro debates can be from micro realities. “Leave China, just restart in Vietnam, Bangladesh, India, Indonesia” is a world of lollipops and rainbows that exists only on Twitter and cable news.

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Gavekal
4 months ago

China's state firms collectively earn a return on equity of about 5.4%, a figure that is already low by global standards: the ROE of the S&P500 has been 12-15%. But the true profitability of Chinese SOEs should be even lower, since they receive substantial subsidies.

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I’m counter-consensus on this, but pretty obvious that the PBOC/CBIRC would spare Jinzhou. The message of Baoshang was *not* a consistent haircut policy. It was simply that you can’t bet on state support in all cases, so price in a bit more risk.

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China is sharpening scrutiny of small banks’ shareholders in awake of cases like Baoshang and Jinzhou. We took a deep dive and discussed how loans from the lenders to big investors could prove a weak point in the country’s financial system. w/ @sumeet_chat

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Regulatory actions shaking up China accounting firms https://www.chinaaccountingblog.com/weblog/china-accounting-market-is.html …

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