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Category: yuan

As The World Turns: Full Week Ahead Preview

July 8, 2018July 11, 2018

Or “burns” – whichever.

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3 Comments on As The World Turns: Full Week Ahead Preview

Albert Edwards: ‘It’s Difficult To See How The Renminbi Can Do Anything Other Than Fall Sharply’

July 5, 2018July 6, 2018

“And with the Fed heading decisively in the opposite direction, is it any wonder the renminbi slumped in June?”

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1 Comment on Albert Edwards: ‘It’s Difficult To See How The Renminbi Can Do Anything Other Than Fall Sharply’

The Ghost Of 2015: China’s Stock Selloff Conjures Memories Of Nightmare Summer

July 4, 2018July 8, 2018

“Things are getting quite exciting.”

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1 Comment on The Ghost Of 2015: China’s Stock Selloff Conjures Memories Of Nightmare Summer

The Art Of Currency And Trade War: Inside China’s Thinking On The Yuan

July 4, 2018July 4, 2018

“…policymakers believe some yuan depreciation is okay, but they don’t want to see it falling below 6.9.”

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The PBoC Is ‘Paying Close Attention’ To The Yuan, And They Would Hate To Have To Sell Some Treasurys, Ok?

July 3, 2018July 3, 2018

“…we’re paying close attention to that.”

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1 Comment on The PBoC Is ‘Paying Close Attention’ To The Yuan, And They Would Hate To Have To Sell Some Treasurys, Ok?

China And The ‘FX/Liquidity Contradiction’

July 2, 2018July 6, 2018

“… a riddle, wrapped in a mystery, inside an enigma.”

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1 Comment on China And The ‘FX/Liquidity Contradiction’

‘It Would Be A Bad Time To Buy Right Now’: Anyone Want To Catch A Falling Knife In Chinese Stocks?

July 2, 2018July 2, 2018

Let’s just say Chinese stocks did not start July on a positive note.

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1 Comment on ‘It Would Be A Bad Time To Buy Right Now’: Anyone Want To Catch A Falling Knife In Chinese Stocks?

Independence Day: Full Week Ahead Preview

July 1, 2018July 6, 2018

Fireworks.

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2 Comments on Independence Day: Full Week Ahead Preview

Yuan Dive Continues

June 28, 2018June 28, 2018

It may be a different day, but it’s the same story for Chinese assets and that’s not the best news. 

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No Dice.

June 27, 2018June 27, 2018

Try again.

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oil1 Comment on No Dice.

‘People Are Getting Into A Bit Of A Panic Now’: Yuan Dive Spooks Markets As H-Shares Meet The Bear

June 27, 2018

So yeah, this is some reasonably harrowing shit – to the extent it makes sense to use “reasonably” with “harrowing.” 

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No Soup For You!

June 25, 2018June 25, 2018

Misplaced optimism. Across the board.

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3 Comments on No Soup For You!

Go Long.

April 16, 2018

And it’s only Monday.

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4 Comments on Go Long.

Trump Wakes Up, Screams At Russia, China For ‘Playing Unacceptable Devaluation Games!’

April 16, 2018

“Not acceptable!”

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3 Comments on Trump Wakes Up, Screams At Russia, China For ‘Playing Unacceptable Devaluation Games!’

‘Had He Acted Like Trump Markets Would Have Been Upset’: Xi Tries To Put Out Trump’s Dumpster Fire

April 10, 2018April 10, 2018

“It’s a good thing Xi is bringing this tone to it because markets would be very upset if he played it like Trump.”

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6 Comments on ‘Had He Acted Like Trump Markets Would Have Been Upset’: Xi Tries To Put Out Trump’s Dumpster Fire

Bad Moon Rising.

April 9, 2018April 9, 2018

Can you feel the tension?

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oil4 Comments on Bad Moon Rising.

‘Things Could Look Like 2015 Again’: China Said To ‘Study’ Yuan Devaluation To Counter Trump

April 9, 2018April 9, 2018

“There are no good options”.

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War And (No) Peace: Full Week Ahead Preview

April 8, 2018

Say your prayers.

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oil2 Comments on War And (No) Peace: Full Week Ahead Preview

$100 Billion Dollars!

April 6, 2018

FFS.

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oil3 Comments on $100 Billion Dollars!

Going Nuclear? Goldman Warns China May Soon Be Forced To Depreciate Currency, Sell Treasurys

April 6, 2018April 6, 2018

“…there are simply not enough US exports to retaliate against.”

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15 Comments on Going Nuclear? Goldman Warns China May Soon Be Forced To Depreciate Currency, Sell Treasurys

‘Say Hello To My Little Friend!’ Global Markets In Turmoil As China Strikes Back At Trump Tariffs

April 4, 2018April 4, 2018

“You wanna play rough?!”

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7 Comments on ‘Say Hello To My Little Friend!’ Global Markets In Turmoil As China Strikes Back At Trump Tariffs

‘Let’s Get Out And Take A Breather’: A Look Across Asian Markets At Quarter End

March 30, 2018March 30, 2018

“…we need some market stability at this point and hopefully we get to some calmer waters.”

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‘All Bets Are Off’: Bloodbath In China, Hong Kong As Trade War Spirals

March 23, 2018March 23, 2018

But hey, at least it’s Friday, right? 

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1 Comment on ‘All Bets Are Off’: Bloodbath In China, Hong Kong As Trade War Spirals

High Note.

February 23, 2018February 23, 2018

And so the holiday-shortened week comes to a close and it delivered everything that could have been reasonably expected of it.

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oil2 Comments on High Note.

Yeah, So China’s Yuan Just Plunged The Most Since The Devaluation

February 8, 2018February 8, 2018

Ok, well the yuan plunged overnight.

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1 Comment on Yeah, So China’s Yuan Just Plunged The Most Since The Devaluation

Davos Man.

January 26, 2018January 26, 2018

Well, that didn’t disappoint.

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oil3 Comments on Davos Man.

The Gun’s Not Loaded!

January 25, 2018January 25, 2018

“Stirred, in a half-carafe.”

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7 Comments on The Gun’s Not Loaded!

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