should be interesting.   I'll miss the actual release though; I won't be back to my desk until later in the day. The number to watch, at least in my view: non-oil imports.   They have not been growin…

Three things to watch closely in 2006:The size of China's reserve increase.   Some say it is falling back from its recent $20 b or so monthly pace.  I am not convinced.   The amount of sterilization …

The most impressive part of China's most recent trade data:  18% y/y growth in December exports.  That pushed China's monthly exports up to $75.4 billion, and laid the basis for a $11 billion monthly…

Every now and again, I run a across a chart that is so good that I really, really wish I had thought to do it myself. James Pressler of Northern Trust's chart comparing Chinese goods exports v. US go…