Trading into and Out of the G20
We hold a macro bearish view for 2019 but do see risk of a G20 induced December rally spike on an US/China olive branch or staggered deal schedule....
476 Views
Shanghai Composite Flash Point
Sustained action below the Shanghai composite 2016 low would increase odds of seeing October capitulation selling in Asia toward ideal bottoming...
132 Views
Further Signs of Contagion Seeping into Asia
Our EM FX cascade call is seeing increased USD bull momentum in Asia as weaker currencies buckle and bleed into the SGD and KRW. Mounting equity...
408 Views
A Case For US/China Trade War Compromise
* New proposed US tariffs of 25% is motivated in large part by the recent depreciation of the CNY; * F/X Reserve Data Likely to Come in Weaker Than...
245 Views
China’s Financial Risks/Deleveraging/Technology Race/Housing Crackdown/Trade War/EU Talks/RRR Cut
China News That Matters Stock market sell-off intensifies Foreign investment encouraged in market shake-up China to lead in 5G development New...
207 Views