As Trump would say: “We’ll see what happens”.
Category: yuan
As Stocks Power To Nosebleed Levels, Even Jeremy Siegel Is Worried
Spoiler alert: It’s been a “momentum-driven market” for a long, long time, Jeremy.
Can China Keep Easing Without Irritating Donald Trump?
Tug-of-wars are inherently unsustainable.
What To Know About The Biggest Chinese Liquidity Injection Since January
It’s worth taking a few minutes to understand the specifics.
‘Run-Bull, Run’
“Our policy machinery is going full speed ahead”.
China Deal ‘In Principle’ Turbocharges Stocks, Sends Bonds Tumbling
High drama, as General Trump engages in all-day brinksmanship before signing off on the deal.
Trump Is Winning The Financial Asset War With China. Time For Another Escalation?
After all, we’re “playing with the house’s money”.
It’s ‘Wait-And-See Mode’ For Ebullient Markets As New Week Dawns
There’s plenty of optimism, but when it comes to trade, market participants are understandably jaded.
China Gunning For Meaningful Tariff Relief In Exchange For Deal, Yuan Surges Past 7
A “necessary condition”.
US Could Roll Out Currency Pact With China As Part Of Limited Trade Deal: Reports
The headline hockey continues.
US-China Trade Talks Resume Under Shadow Of Threats, Political Turmoil
The conditions are anything but ideal.Â
A ‘Disastrous Non-Starter’: China Capital Restrictions Idea Laughed Off Stage
“The timing is terrible”.
Global Currency Wars – In The Trenches
Hunker down.
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”.
Trump Isn’t The Only One Hoping King Dollar Will Take A Breather
The sooner the better.
Don’t Look Now, But China’s Yuan Just Dodged Its Longest Losing Streak On Record
A stick save, as it were.
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…
Offshore Yuan Dives To Record, Dollar-Yen Breaches Flash Crash Lows Amid Trade Woes
It starts in FX land.
China Escalation Piles Pressure On Powell To Blunt Impact Of Latest Trade Tiff
Maybe it’s all part of the administration’s “master plan”, but we doubt it.
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”.
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