“And with the Fed heading decisively in the opposite direction, is it any wonder the renminbi slumped in June?”
Category: Markets
The Ghost Of 2015: China’s Stock Selloff Conjures Memories Of Nightmare Summer
“Things are getting quite exciting.”
Foreign Money Is Fleeing Asian Stocks At The 3rd Fastest Pace In 16 Years
“…next only to selling during the 2008 global financial crisis (US$93bn) and the 2H 2015 China crash.”
China And The ‘FX/Liquidity Contradiction’
“… a riddle, wrapped in a mystery, inside an enigma.”
The ‘Pain Trade’: A Simple Way To Determine Who’s Holding The Stronger Hand
If there’s elegance in simplicity…
Beware Fallen Angels: One Bank Ponders The Fate Of The European Junk Market
“… it fills us with a lot of fear [and] not just because many central banks would be relatively constrained in their ability to cut rates after their big post-GFC easing.”
The Decision Tree: Why The Odds Of Permanent Tariffs Are 75/25
In favor, that is.
Requiem For A Rally: 2018’s First Half In Charts
Remember January?
