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USD/CNH: A Lookalike to USD/JPY with a Lag?
Read Time: 2 minutes Chinese Yuan Echos Japanese Yen: The USD/CNH (onshore Yuan) is mirroring the USD/JPY (Japanese Yen) […]
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China’s unexpected interest cut!
Read Time: 2 minutes BREAKING: China delivers a record interest rate cut! But here is why it is NOT […]
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China’s visible US holdings relative to its reserves
Read Time: 5 minutes China’s most visible US holdings (the Treasuries held with US custodians) ticked up in the […]
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China’s currency peg
Read Time: 4 minutes Currency management has (mostly) fallen out of the headlines. But there is still a lot […]
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WTO issues: China targets French brandy imports in escalating trade dispute
Read Time: 2 minutes China Launches Anti-Dumping Probe into French BrandyChina has commenced an anti-dumping investigation into French brandy […]
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China & its FX Settlement Data
Read Time: 2 minutes China’s fx settlement data (sales of fx through both the PBOC and the state banks) […]
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China restricts export of graphite products required for EV batteries
Read Time: 2 minutes China’s commerce ministry has announced that starting December 1, export permits will be needed for […]
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Is China facing a BoP crisis?
Read Time: 3 minutes The details of China’s current account may be more interesting right now than the details […]
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Is China selling USD bonds?
Read Time: 4 minutes The odds are that China isn’t actually selling dollar bonds. Or even moving its reserves […]
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China and its Balance Sheet Recession
Read Time: 3 minutes What’s the balance sheet recession some claim it’s going on in China? A balance sheet […]
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CHINA WATCH: THE PEOPLE’S BANK PICKLE – IS 7.30 THE LINE IN THE SAND?
Read Time: 2 minutes The PBoC rate cuts are not a surprise to us as the pressures facing China […]
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Chinese Economy & its problems!
Read Time: 4 minutes This very good article explains quite well the problems the Chinese economy currently faces, but […]
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Does PBOC needs to support CNY?
Read Time: 4 minutes The biggest unpriced duration supply risk is that the PBOC will need to intervene to […]
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China’s state banks seen selling dollars for yuan in London and New York hours
Read Time: < 1 minute China’s major state-owned banks were seen busy selling U.S. dollars to buy yuan in both […]
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China’s & its reluctance to use the financial strength of its central government to directly support household consumption!
Read Time: 4 minutes As China’s data continue to disappoint, there is a persistent theme in much of the […]
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China should move to a “market-determined” exchange rate – Does the world care?
Read Time: 3 minutes I don’t think it is in the interest of the US (or Europe) for China […]
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The US-China Rare Earth battle
Read Time: 2 minutes The Mountain Pass Rare Earth Mine in Southern California is reviving with a patriotic twist, […]
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China’s trade surplus diversion by $270bn over the past year! What is happening?
Read Time: 5 minutes Why have two official estimates of China’s trade surplus diverged by $270bn over the past […]
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Deep diving into China’s International Trade
Read Time: < 1 minute China has a significant global market share of manufactured goods, with exports rising 8.5% YoY […]
