Ok, well for obvious reasons, the headlines overnight pretty much all revolved around: Saudi Arabia
Category: China
MSCI China Inclusion: The Road To $430 Billion In Inflows
“The end game (full inclusion) could see inflows reach nearly a half trillion”…
MSCI To Include China A Shares In EM Index
MSCI WILL INCLUDE CHINA A SHRS IN MSCI EMERGING MARKETS INDEX
Fourth Time’s The Charm: MSCI To Make “Bigly” Decision On China Shares
It’s watered down. But it’s still important.
Dollar Is Happy, Pound Is Sad, And There’s Some Yuan Shenanigans Afoot
It’s about Dudley for the dollar which rose to a three-week high versus the yen
Unlike “Pundits” Who Are Always Wrong, One “Risk Taker” Actually Cares About His P/L
“While the pundit class can be wrong on a regular basis with no repercussions, for risk takers the P/L never lies.”
“Unidentified” Dong: China Will Not Take Fed Hike “Lightly”
“And the pace is getting faster and faster. “
Chart Of The Day: Commodities Versus China
No further comment.
China Didn’t Pull The Trigger: Here’s Why
Yesterday, we suggested that the most important question wasn’t whether the Fed would put a
Beware “The Shanghai Death Cross”
Is it about to get worse?
Forget The Fed: These Are Wednesday’s Most Important Numbers
First thing Wednesday morning, before the abysmal data deluge hit in the US and before
The Big Question: Will China Hike Tonight Following The Fed?
“This time may be different”…
Before The Fed: China?! “An Illegal Siege” On Qatar! Crude Carnage. Oh, My.
Yeah, so this afternoon the Fed will almost surely hike and folks will be looking
SocGen Warns: “If It Walks And Talks Like A Bubble, It Probably Is”
“The bursting of a debt bubble in China would have far-reaching negative implications for emerging markets either via the risk sentiment channel or through commodity prices, global growth, and the global supply chain.”
China? China! Kuroda Contemplates His Exit, And Other Overnight Shenanigans
It’s “Super Thursday” and although the real fireworks (if there are any) aren’t set to
Guest Post: Buried Under The Headlines
“I am not sure if you should get long US Treasuries because the Chinese have indicated that they might buy some more. But I do know that you shouldn’t short world growth because China is about to implode.”
Guest Post: China Holds The Key To The Financial Future
“Everything’s ok and all the doom and gloom has dissipated, hasn’t it?”
Nikkei Tops 20,000 On Batshit Crazy BoJ Balance Sheet; Global Stocks Rise Ahead Of Jobs
Well, the Nikkei crossed 20,000 for the first time since 2015 overnight. And really, why
Visualizing The Invisible Behemoth
China’s latest efforts to push the yuan higher and stave off any (additional) capital flight
Inside China’s FX Dice Roll
Admittedly, trying to decipher what the fuck is going on in China is a Herculean
China’s “No Bears Allowed” FX Policy Still In Spotlight Overnight
Ok, so the overnight fireworks were largely confined to early Asian trading. As noted last
Yuan Erases Drop, Rises (Again) As China Sets Fix Strongest Since November 10
It certainly looks as though we may get a replay of last night’s session which
4 Black Swans And Why “Trumpflation” Is No Match For The End Of “Xiflation”
Well, SocGen is out with their Global Economic Outlook which, as you may or may
Chart Check: A Disconnect Worth Watching
Something to ponder…
China Just Murdered The Yuan Bears
The PBoC has spoken and markets, at least for the time being, have listened. Coming
Chart Of The Day: Don’t Fight The PBoC. K. Thx. Bye.
As you’re aware, some folks are talking about the yuan again. And that’s because last
Guest Post: Is China Behind The Huge Spec Long Position In Crude?
“I don’t know about you, but if I were a Central Bank with too many U.S. dollars, I certainly would be selling the fiat currency and buying some real assets. And if you think about it, nothing is a better real asset than crude oil.”
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