Sunday, November 9, 2014

SATURDAY 11/8/14; China Import/Export Data; Ukraine Turmoil

The pace of China’s imports and exports is slowing. The PBOC will need to goose the economy again. Exports are up 11.6% a touch better than expectations but well off the prior month’s 










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companies worried about a prolonged dock shutdown occurring, are ordering more goods to plan ahead which creates a further strain on the logistics operations. A shutdown of California docks will have a significant negative effect on the US economy.

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