Global Currency Wars – In The Trenches
Hunker down.
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Category: yuan
Expect More Late-Night Tweets, Because China Will Be Cutting Another Key Rate Soon
Friday’s RRR cut presages more easing – it’s just a question of timing.
China’s Export Machine Slams Into Reverse In August Amid New Trade Threats
We’re going to need more easing.
China’s Black Swan Yuan Fixes Are The Market’s New Plunge Protection
That, the bank marveled, “is a 6 standard deviation move”.
The History Of Trump’s Stock Market Will Show ‘A Major Inflection Point’ On This Date…
History will likely do as Trump asks and “judge” his market record “from the day after the election”. The bad news is…
No More Saving For A Rainy Day, China ‘Has To Resume Headline Easing Soon’, SocGen Warns
“Targeted measures are clearly insufficient to stabilize even credit growth, never mind the real economy”.
US, China Engineer Massive Yuan Rally, Stock Surge, But Fed Outlook Still Cloudy
The cross-asset reaction to the latest tariff news was quite dramatic.
Black Swans Crash Summer Dog Days For War-Weary Markets
Or, at least, gray rhinos.
Why China Has Actually Been Trump’s Best Friend In Guarding Against Yuan Depreciation
“…it is not clear to us that the labeling-exercise is consistent with the administration’s own craving for CNY strength”.
Former Chinese Central Bankers Say Currency War Risks Rising, Official Warns Of ‘More Measures’
Meanwhile, the People’s Daily is on offense.