China. Collapse. Contract...................from Rico

China rail freight has collapsed 9.1% YOY (Jan-Feb 2015).

China Manufacturing PMI contracts to lowest level in 11 months. 

.............and the Copper price is 'sinking' again.

 

But apart from THAT, everything is just fine. GOOD, in fact.

- JFA (Just Freakin' AWESOME)!

 

And surely MORE of the same stimulus [read: QE] will fix everything, just like their last trillion of QE did....resulting in an economic 'burp' via a very short liquidity-juiced hike in equities. 

- But now, just like after Chinese take-out food, their markets are already hungry for QE again half-an-hour later...this time, don't trust the resulting economic fart.

 

Sound like anyone we know?

- Did you notice the FED 'floating' the idea of QE-IV recently? They did. And NO, they will NOT be hiking rates anytime soon [read: not in June].