Direxion Daily FTSE China Bear 3X Shares New (YANG) Options

China placed PVH (Calvin Klein and Tommy Hilfiger) on the black list soon after President Donald Trump slapped a new 10% tariff on Chinese imports.

[url]https://www.cnbc.com/2025/02/06/calvin-klein-owner-pvh-blacklisted-in-china.html
[/url][tag]Read More Here[/tag]

The owner of Calvin Klein and Tommy Hilfiger has been placed on China’s “unreliable entities” list, which could force it to shut down stores, cease manufacturing and send its employees home.

PVH has a significant manufacturing footprint in China and has about 18% of its suppliers and factories in the region.

YANG

China weakness persists - As Retail L’Oreal sales slightly miss in fourth quarter - Read More Here

French cosmetics giant L’Oreal on Thursday reported lower-than-expected fourth-quarter sales amid continued weakness in the Chinese beauty market and a slowdown in demand in the U.S.

The world’s largest beauty brand posted sales of 11.08 billion euros ($11.49 billion) in the three months to December, up 2.5% on a like-for-like basis and just shy of the 11.1 billion euros estimated.

Full-year sales came in at 43.48 billion euros versus the 43.33 billion euros forecast.

YANG

Panama Considers Canceling Port Deal With Hong Kong Firm - Full Story Here

Panama is weighing whether to cancel its contract with the Hong Kong-based company that operates ports near the Panama Canal, according to people with knowledge of the situation, a potential concession to defuse President Donald Trump’s threats about countering China’s influence around the key waterway.

Trump has threatened Panama over perceived influence by China

CK Hutchison subsidiary operates two ports adjacent to canal

YANG

Temu parent PDD’s stock tumbles as Trump tariffs close trade loophole - Story Link

YANG

Apple shares fall on concern Trump tariffs on China will hit profit - Story Link

YANG

Trump Says China Tariffs to Be ‘Substantial’ If No Deal

Read More Here

YANG

Support at $56- $57 yummy lo mein and general TSO load the boat

YANG me up to $100 on this news.... Trump’s executive orders directing 25% levies on Canada and Mexico — plus a 10% duty on China — specify that the “de minimis” exemption for small packages no longer applies. Under the exemption, products below that dollar amount are able to enter the US without tariffs — a boon for China’s e-commerce retailers who ship often cheaper wares directly to consumers in the US.

Regardless, the impact of the change threatens to fall most squarely on China, affecting retailers including Alibaba, JD.com Inc., PDD Holdings Inc.’s Temu and fashion-focused Shein. American shoppers and companies imported about $48 billion worth of shipments from the world under that loophole in the first nine months of last year, according to US Customs and Border Protection estimates.

Approximately a billion packages are estimated to enter the USA under the cover of the de minimis exemption. 
This is where the enforcement mechanism of the “External Revenue Service” combines with the tariff approach and the “state of emergency.”  President Trump imposed the tariffs under the International Emergency Economic Powers Act, a nearly 50-year law that gives the president sweeping power to impose sanctions after declaring an emergency.
The de minimis loophole comes from back in the 1930s. The idea back then was, say you went on a vacation to Paris, you shouldn’t have to file customs paperwork or pay taxes if you decided to ship some little Eiffel Tower statues to your friends back home.
Congress in 2015 then raised the de minimis threshold from $200 to $800.  However, the e-commerce world exploded, and Chinese companies began using the de minimis loophole to ship cheap goods (ex. Temu and Shein) into the USA direct to consumers without paying any customs duty.
It was reported last year that the U.S. was on track to receive a billion packages through the de minimis loophole that aren’t taxed and don’t have customs slips saying what they are.  Making matters worse, illegal items are slipping through the cracks, including, knockoffs, unsafe items and even chemicals used to make fentanyl.  The worst abuser that exploits this de minimis loophole is, by far, China.

Here’s what Trump’s tariff threats look like on the ground in China

President Donald Trump is threatening to impose 10% tariffs on Chinese goods on Saturday, and manufacturers in China are figuring out how to cope.

hurt Chinese exporters

YANG

Autos, Chipmakers, China Stocks Brace for Impact as Tariffs Loom

US stocks slipped on Friday afternoon, with carmakers and Chinese companies leading the decline, as the White House said President Donald Trump intends to move ahead with plans on Saturday to impose 25% tariffs on Mexico and Canada and a 10% levy on China.

YANG

White House Says China, Mexico, Canada Tariffs to Hit Feb. 1

President Donald Trump intends to move ahead with plans on Saturday to impose 25% tariffs on Mexico and Canada and a 10% levy on China, the White House said, denying a report that he planned to delay the implementation by a month.

YANG

Trump Renews Universal Tariff Threat to ‘Protect Our Country’

Trump says he wants universal levy to “protect our country” - Trump earlier pledged tariffs on chips, pharma, steel, copper

President Donald Trump said he wants to impose across-the-board tariffs that are “much bigger” than 2.5%, the latest in a string of signals that he’s preparing widespread levies to reshape US supply chains.

YANG

You can not stimulus your way out of a recession! - China’s Economy Stumbles in Sign Rebound Hinges on More Stimulus

Manufacturing PMI unexpectedly fell to lowest since August - Economists see need for more fiscal stimulus to boost demand

i stand by this still - the economic numbers for china do not add up to the temporary expectations currently driving this down

China Suspends QE To Reverse Crashing Yields, As Stocks Enter Bear Market

Millions of young Chinese citizens are opting out of the state pension plan, putting additional pressure on a program squeezed by a record-low birth rate and an aging population.

Read Bloomberg Article - China’s Wobbly Economy Faces New Threat From Pensions Boycott

Link Provided - Chinese government is desperate - now they are discounting rice cookers!!!! Because the discount on tech......nobody went for it because they cant afford it.

China bets on kitchen appliances to boost economy

YANG

Beautiful run YANG

R&D - The Chinese citizens can not afford new stuff. Todays individuals rather give up their cars than their cell phone = FACT

1. Foreign phone sales plunge 47% in China

2. China to Subsidize Smartphone Purchases in Bid to Lift Spending

3. China’s industrial profits extend decline to a fourth straight month, dropping 7.3% in November

4. Chinas Declining Productivity Factors Behind Economic Slowdown

YANG

CCP refuses to give citizens stimulus. Instead they are giving money to the banks who refuse to lend it.

INSIDERS MAKING MOMENY OFF THE BACKS OF CHINESE CITIZENS.

YANG Xi May Be Facing a No Good, Very Bad 2025

The Chinese leader could confront five simultaneous challenges that will determine his nation’s trajectory for the rest of the decade.

YANG - US Probes China-Founded Router Maker on National Security Fears

China's economy is shrinking and Dow falls more than 200 points as index poised for first 9-day losing streak since the ’70s: Live updates

There is no rebound coming for the Hang Seng.

Hong Congers hate mainland communism - this is a recipe for a disaster

China FX Outflows Soar As Beijing Prepares For Next Currency Devaluation

YANG to move HIGHER China Consumer Slowdown Shows Urgent Need to Encourage Spending

They ran out of stimulus, realizing it will not help. China Will Keep Trying to Spur Consumption Without Big Stimulus

YANG Emerging Stocks Halt Rally as China Momentum Starts to Fade

"Emerging-market equities snapped its six-day advance amid investor skepticism about China’s plans for more stimulus to support the economy."


Bloomberg Article Here

China’s Consumer Inflation Weakens Ahead of Key Economic Meeting - Like i said, this downward move is fabricated.

Article Here

China’s consumer inflation unexpectedly decelerated in November while factory deflation eased, painting a mixed picture of the effects of recent stimulus efforts on the economy ahead of key policy meetings this week.

The consumer price index rose a less-than-forecast 0.2% from a year earlier, the lowest since June, while core inflation picked up slightly. Factory deflation extended into a 26th straight month, though the producer price index recorded a slower drop of 2.5% compared to October.

YANG

Called It - Downturn coming - This CANNOT LAST - Bloomberg China Sets Precedent by Banning Others From Selling Goods to US:

Article Here

Beijing has set out to extend its domestic laws across international borders with a ban on selling some goods to the US that applies to companies both inside and outside China.

The first use of new export control rules attempts to replicate the extraterritorial reach of US and European sanctions by covering Chinese products or goods with Chinese parts in them. In an announcement this week, China declared it’s banning both the sale of dual-use items to the American military and also the export to the US of materials such as gallium and germanium.


YANG

Orchestrated by the Chinese government? Levered China ETF Bullish Bets Net $138 Million Paper Gain

Unusually large call buying seen last week in YINN and CHAU
Chinese stocks soar after leaders signal further stimulus

Bloomberg Article Here

Each move down is more than 3x and each move up is less than 3x - makes ya wonder

Gap will get filled - the move downward makes no sense unless the ETF is just a fake money bleeding operations.......which could be plausible

The Chinese government numbers DO NOT support this action #fakemove

Massive fake movement by corruption - GIVE ME A BREAK - the CCXP will run out of money here. And the insiders will make a quick 50-500%

CCP Manipulation - they will run out of money to do this. HANG SENG at 19,560.44 –182.02 –0.92% the inverse should be POSITIVE 2-3%

Don't get shaken out - the base of a cup takes a while to form.

YANG

Bloomber Quote Here

YANG will move up- Chinese markets have more reason to move downward after France No-Confidence Motion Passes With 331 Votes

China's exports to France have increased over the past five years, and in 2022, China exported $49.8 billion to France.

Over the past 5 years the exports of China to France have increased at an annualized rate of 1.23%, from $45.2B in 2017 to $49.8B in 2022.

Live from Bloomberg.com

YANG Chinese markets continue to have more reasons to trend lower - US Services Activity Expands at Slowest Pace in Three Months

Lower activity in service sector means less jobs means less purchases means less imports needed from china.

ISM services PMI dropped to 52.1, trailing all forecasts
November survey showed weaker orders and employment growth

Read The Full Story Here

Chinese markets have WAY more down side risk YANG - They can not prop this up.

GM expects more than $5 billion impact from China restructuring, including plant closures

General Motors expects a restructuring of its joint venture operations with SAIC Motor Corp. in China to cost more than $5 billion in charges and writedowns.

The restructuring charges for the “SGM” joint venture are anticipated to include “plant closures and portfolio optimization,” according to the filing.

GM said most of the costs are expected to be recognized as non-cash, special item charges during the fourth quarter.

Chinese markets continue to shot themselves in the foot in a pre-emptive battle with Trump.

Warning Shot: China Bans Exports Of Gallium, Germanium To US As Tit-For-Tat Chip War Escalates

The Chinese market value with continue to sink. Their allies do not have the resources to save them and most are assisting in a world war.

YANG has formed a nice bottom after the split. Cup upwards action could be next and move fast. Trump is a major catalyst for movement upwards.

Warning Shot: China Bans Exports Of Gallium, Germanium To US As Tit-For-Tat Chip War Escalates

French Lawmakers to Vote Wednesday on Toppling Government - this will continue to provide even more pressure on
Chinese exports.

In 2022, China exported $49.8B to France. The main products exported from China to France were Broadcasting Equipment ($1.79B), Computers ($1.46B), and Seats ($1.06B). During the last 5 years the exports of China to France have increased at an annualized rate of 1.97%, from $45.2B in 2017 to $49.8B in 2022.

The YANG is going to run now that it is post split and out of the range of lazy manipulation.

The Chinese government will run out of stimulus money and cant artificially keep itself up or bets against it down.

French Lawmakers to Vote Wednesday on Toppling Government

".......Le Pen’s party says it will support no-confidence motion. Ministers say government collapse brings financial uncertainty...."

YANG

South Korea declares Martial law - even more reason why the Chinese economy will continue to shrink and could see a dramatic drop any day. YANG

China Exports to South Korea was US$148.98 Billion during 2023, according to the United Nations COMTRADE database on international trade. China Exports to South Korea - data, historical chart and statistics - was last updated on December of 2024.

South Korea Declares Martial Law After Political Strife

YANG

Chinese markets will continue to trend lower. Their valuations and forward guidance's are all going to be low or unrealistic.

YANG bottom forming and reversal imminent after Trump take office and tariffs hit the sheets.


China Dials Up US Trade Tension With Tit-for-Tat Metals Ban

YANG bottom forming and reversal imminent after Trump take office and tariffs hit the sheets.

Trumps tariffs have this play moving upwards. The Chinese citizens will not be able to push their market higher and the Chinese government will run out of stimulus money.

All signs point to the Chinese markets going lower over the next 4 years.

Trump won let's see what happens to China tariffs next 

China markets green is good for Harris bad for Trump.
Trumps 40% tariffs on China goods would have crashed there markets. 

Reverse split or something.....

At $70s Trump tariffs on wach China takes a big hit if so 

I think you need a subscription to view that chart, any free ones you can point me to?
Thanks

https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=yang&insttype=&freq=&show=

Loading $3.13-$3-15