China Just Murdered The Yuan Bears
The PBoC has spoken and markets, at least for the time being, have listened. Coming
The PBoC has spoken and markets, at least for the time being, have listened. Coming
“Stuck between a rock and a hard place, China is likely to strengthen the yuan in order to lure foreign capital as the liquidity lifeline.”
Well, things have been “choppy” overnight and especially around the flood of OPEC headlines that
China Cut to A1 From Aa3 by Moody’s, Outlook to Stable
“We think tighter capital controls are stop –gap measure that may plug one hole but won’t prevent another one emerging elsewhere”…
Earlier today, I brought you the latest from the BIS, the central bank for central
Would-be macro mavens and self-styled geopolitical observers harbor a lot of misconceptions about Saudi Arabia’s
It’s not going well in China. Still. It’s still not going well in China. Beijing
On Thursday, G7 leaders agreed to a plan that would use investment returns on frozen
Guess what? China still has a domestic demand problem. And the deflation demon’s not banished.
The latest trade data out of China didn’t do much to dispense with the idea
The Chinese economy’s in a pretty tough spot. Maybe you noticed. Sweeping measures unveiled Friday
China’s finally getting serious about rescuing the country’s beleaguered property market. On Friday, more than
“We are working in solidarity on the formulation of a more just and democratic multipolar
With the Fed likely to indicate that any rate cuts are a relatively distant prospect
The good news is, the Chinese economy expanded more quickly than anticipated in Q1, if
Surprise: Domestic demand in China’s still moribund. Or at least that’s one way to read
It’s almost as if investors have determined that China’s a giant Potemkin village — that
It’s all about the “Magnificent 7” and market concentration. Bubble talk abounds and the prospect
The Chinese equity market is in dire straits, but don’t worry: The Party’s on it.
It’s not working out for Xi Jinping. Not on the macro-market front, anyway. PMI data
How bad is the macro situation in China? It’s a crucial question. For China, yes,
Investors were buying emerging market stocks over the last week. A record $12.1 billion flowed
China’s taken to pre-announcements lately. Last week, Premier Li Qiang revealed the headline annual growth
China was supposed to cut rates on Monday. Consumer prices are flat in good months
“Some of us sell-side macro commentators might be more predisposed to hyperbole than others.” So
Headed into the final FOMC meeting of 2023, a few observers were anxious about Jerome
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