Triangulating the RMB, USD, and Commodities
There are two contradictory thesis in the foreign exchange and commodities markets. They are that a stronger dollar equates with higher commodity...
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China Renminbi – Consensus Creamed (Again)
If one currency has surprised the markets (and consensus bets at the beginning of the year) it is the renminbi. In early January the only currency...
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What Happens When China Cuts the RRR and Interest Rates?
With the recent announcement of an impending RRR cut, we take a look back at previous changes in interest rates and the required reserve ratio....
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Behind Chinese Money Rates with the RRR Cut
China’s money markets, which typically tighten pre-major holiday, showed little signs of stress. Though the interbank liquidity bounced back...
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USD Reversal Will Push the RMB and Onshore Rates
There has been much discussion on the link between the RMB and USD. We have already focused on the expected direction on the USD and RMB, the...
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