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Demystifying the Latest Data: NCUSCR’s Orlins Interviews Leland Miller

The National Committee held an event on March 25, 2021 with Mr. Leland Miller, where he explored the latest developments in China’s economy and their impact on the Sino-American relationship and Biden administration policy.

LATEST INSIGHTS

CBB’s Miller Joins Bloomberg Radio to Discuss Concerns w/Beefing Up US Govt Semiconductor Spending

@ChinaBeigeBook

"Case stems from #Nike's $1.8B legal win vs counterfeiters who no-show'd...As defendants cldn’t be identified, @Nike sold rights to the damages, leading to targeting of 6 🇨🇳banks–all parents of 🇺🇲-based units that handled proceeds from counterfeit sales"

https://www.securingindustry.com/clothing-and-accessories/us-court-mulls-chinese-bank-liability-in-nike-fakes-lawsuit/s107/a13436/#.YJqfP2ZKj9M

"Same is true of other stress metrics in #China’s financial system. While ⬆️corp defaults had spilled over to $ mkts, no such signs of concern now. Banks have no trouble borrowing from ea other"

We showed this mos ago. Key is to watch the right data.

https://www.bloomberg.com/news/articles/2021-05-10/china-s-credit-rebound-may-spell-trouble-for-huarong-investors

“We’re def getting to levels where price action is detaching from the actual fundamentals”

We continue to track the #China dimension of this speculative demand vs fundamental demand equation. Full #commodities sector data now on the #Bloomberg Terminal

https://www.ft.com/content/e4c5d29b-51c2-4e8c-b87a-ad6cac924476

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China Beige Book provides institutional investors and corporate decision-makers with market leading insights derived directly from our nationwide proprietary data on the Chinese economy.