PBoC: “Listen To Me Shorts, We’ve Got Your Head In A Vice”
“Don’t make me be a bad guy”…
“Don’t make me be a bad guy”…
How can we attribute a plunge in the dollar to a dovish reading of the Dec. FOMC minutes?…
Whither the yuan…
Whatever you do, don’t listen to anyone who says you shouldn’t concern yourself with a couple of basis points here or there in markets that are some 8,000 miles away…
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
Despite the Politburo’s best efforts (which now include the imposition of what amount to new capital
Confucius say: “It’s probably nothing”…
“The Grinch and Scrooge had better stay in bed this morning”…
At long last, the holidays are over. I like the peace and quiet as much
As noted earlier on Monday evening, we’re seeing Catch-22s everywhere these days as central banks are
There’s been no shortage of speculation about the veracity of China’s GDP data which many
I talk quite a bit about tail risk. One of the biggest mistakes an investor
Earlier on Wednesday I highlighted tightening liquidity in China. For anyone who missed it or
“We again have the condition of low volume plaguing markets,” Jingyi Pan, market strategist at IG
I’ve written volumes lately about the soaring dollar and the worsening global USD funding shortage. Here’s a bit more…
Not everyone likes to talk about (let alone read about) macro. I’ll go out on
Happy 2017. Sh*t wait. I forgot. We’ve still got one last holiday shortened, low volume,
One of the key themes in 2016 was the extent to which the dollar dictated
On Monday I took an in-depth look back at China’s trials and travails as they’ve played
If there’s anything analysts seem sure of right now, it’s that a stronger dollar is
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