China and the Secular Stagnation of the West -- The Eventual Blowback Isn't Far Away
In 2001-05, China bailed out its banking system by taking nearly 45% of all loans off banks' books (at face value, i.e., with no hair-cuts for past...
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Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we turn long EUR-USD...
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RMB Surge Above 6.35 Likely to Trigger PBOC
The RMB market has been strained the past two weeks as the RMB moved higher against the USD due to the USD fall. The CNY has now broken 6.36...
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China Money Market Funds Pose Long-Term Risks for A$
- China money market funds up leverage to enhance returns- Adds to risks for Australian financial markets as mainland GDP slows- Trade and...
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Chart of the Day: Some Mistake!
The Chinese authorities' substantial tightening of capital controls over the last 12-15 months has helped stabilise the country's balance of...
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