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Hong Kong, Huawei Dramatics Play Spoiler To Otherwise Bullish Narrative
The good news is that the reopening narrative remains largely intact, as does the global stimulus st
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Even more frightening was a quote I read from Angela Merkel which stated that the EU has a strategic interest in cooperation with China and that relations with the U.S. are difficult; but ties must remain.
Long Euro, short USD?
I remain surprised of how tame the Chinese reaction has been so far, something is going on, they have a plan to strike back in some unexpected way or their economy and reputation are so shaken by the virus that they rather take the punches now without more than a Twitter response, odd…
Gerardo, I noticed that the daily USD/CNY fixes have been creeping higher (i.e. Yuan weaker).
Perhaps a subtle message to the US ?
You have to check those fixes against estimates. i.e., not was it weaker or stronger, but was it weaker or stronger versus what was expected
Did the Canadians ever get their citizens back that were arrested after Meng was?