Ok, so it’s Monday and France didn’t elect a fascist. So we’ve got that going for
Category: PBoC
“Some Folks Missed Payments”: There’s A Storm Brewing In China
Some folks missed some payments. In the wake of the PBoC’s move to implement a
No Trouble In Little China And Nothing Doing In Oz
It was a relatively quiet overnight session on the news front, although you wouldn’t know
Does Anyone Still Give A Sh*t About China Risk?
We’ve come a long way (I guess) since the days when China risk was in the driver’s seat in terms of financial conditions and it’s a good thing, because the Fed has enough on its plate without having to worry about whether a wayward PBoC will short circuit the FOMC’s plans to normalize policy.
“Bigly”: Reflation Is Back As Dollar Rises, Global Stocks Rally, Oil Eyes EIA Data
Apparently, reports of the reflation meme’s demise were greatly exaggerated. It wasn’t too long ago
Markets Relieved After Trump/Abe Meeting, Reflation Narrative Intact
Well, it was all aboard the reflation train right out of the gate in early
Bad Chinese
By now, you’re probably aware that China is in a tough spot. As I’m fond
Daily Kickstart (Jobs Edition)
Overnight I quoted Goldman on the way to explaining why a short yuan bias was
PBoC: “Listen To Me Shorts, We’ve Got Your Head In A Vice”
“Don’t make me be a bad guy”…
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