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Category: yuan

‘Big League’ Drama: Full Week Ahead Preview

May 12, 2019May 13, 2019

Barring something (else) out of left field, the week ahead will be dominated by trade jitters.

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Crazy Like A Fox?

May 10, 2019May 10, 2019

A fine line…

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3 Comments on Crazy Like A Fox?

Desperate Times…

May 10, 2019May 10, 2019

… call for desperate measures.

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2 Comments on Desperate Times…

China Considers Canceling Trade Talks, Yuan Dives, PBoC Announces Targeted RRR Cut

May 5, 2019May 5, 2019

On the “bright” side…

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Chinese Stocks Wrap Abysmal Week As Equity Wipeout Overshadows Trade Deal, Xi White House Chatter

April 26, 2019

There was no reprieve.

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Of Dollar ‘Smiles’, Correlation Breakdowns And Other FX Notables

April 7, 2019April 7, 2019

The dollar has flummoxed more than a few folks in 2019.

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As China Pushes Back On US Currency Pledge Claims, Credit Growth Crashes

March 10, 2019March 10, 2019

Here’s the latest out of China amid constant hand-wringing over trade and stimulus.

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Suddenly, China Has The Best Performing Stock Market On The Planet – What’s Next?

February 28, 2019

Spoiler alert: who knows!

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2 Comments on Suddenly, China Has The Best Performing Stock Market On The Planet – What’s Next?

Trump ‘Pleased’ To Announce His ‘Greatest’ Trade Charade Will Go On For At Least Another Three Weeks

February 24, 2019February 25, 2019

Donald Trump is happy to inform you that he has decided not to deliver an open-handed slap to the face of Xi Jinping

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2 Comments on Trump ‘Pleased’ To Announce His ‘Greatest’ Trade Charade Will Go On For At Least Another Three Weeks

As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again

February 22, 2019February 22, 2019

If you’re looking to point fingers at anyone for currency “manipulation”…

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1 Comment on As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again

As US Demands Yuan Stability In Trade Talks, Let’s Go Insane Again

February 19, 2019February 19, 2019

Back to the insanity loop.

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A 4.64 Trillion Yuan Tidal Wave Of Credit Growth – Let’s Discuss

February 15, 2019October 26, 2021

Is the transmission channel “unclogged”?

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Impasse, 3 Ways: Full Week Ahead Preview

February 10, 2019February 11, 2019

Stalemates, everywhere.

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Shades Of 2016

February 4, 2019February 4, 2019

Parallels and analogs.

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What’s The Best Way To Short China?

January 22, 2019January 22, 2019

“Which brings me to my preferred way of expressing this trade.”

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10 Comments on What’s The Best Way To Short China?

The Thrill May Be Gone.

January 22, 2019January 22, 2019

The good mood has seemingly worn off.

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4 Comments on The Thrill May Be Gone.

‘Stabilization’? Analysts Weigh In As China’s Economy Slows To Crisis-Era Pace

January 21, 2019January 21, 2019

It would be odd to characterize an uninspiring set of numbers as “Goldilocks”, but…

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1 Comment on ‘Stabilization’? Analysts Weigh In As China’s Economy Slows To Crisis-Era Pace

China Is About To Report The Slowest Growth In 28 Years – Who’s Excited?

January 20, 2019January 20, 2019

This will be a true test of whether bad news really is “good” news.

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China’s December Trade Data Is, Well, Not Great…

January 13, 2019January 13, 2019

“Juuust a bit outside.” 

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Of Dollars And Yuan.

January 11, 2019January 11, 2019

What kind of dollar weakness are you, anyway?

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‘V’ Is For ‘V-Shaped’

January 9, 2019January 9, 2019

Waiting on “a message”.

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6 Comments on ‘V’ Is For ‘V-Shaped’

Who’s Still Hungry (For Risk)?

January 7, 2019

All in all, not a bad day.

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Fed Doves, Trade Hawks And Steel Walls: Full Week Ahead Preview

January 6, 2019January 7, 2019

The new week is coming.

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7 Comments on Fed Doves, Trade Hawks And Steel Walls: Full Week Ahead Preview

China Delivers RRR Cut Amid Rapidly Deteriorating Sentiment

January 4, 2019January 4, 2019

Welcome news, but no game changer.

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As Trade Euphoria Turns To Confusion, Yuan Emerges As Big Winner From Truce

December 4, 2018December 4, 2018

You can stop worrying about a 7-handle – for now.

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Larry Kudlow’s ‘Front Burner Hot List’ And Other Highlights On Trade Truce Monday

December 3, 2018

“…kind of on the front burner, hot list.”

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If It Was A Rally In Chinese Stocks, Yuan You Were Looking For, You Got One

December 3, 2018December 3, 2018

Now let’s see if this proves sustainable.

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