TGIM! @KVP_Macro - WK22. Mon 30 May 2016. The Global Macro Take: DXY Is Going Back to 100
Global Macro Take: WK 22 – DXY is going back to 100 Again its all about the US Dollar & upcoming Fed hikes, nothing else matters… DXY at 95.52...
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RMB Focus: It Was Too Good to Last
Despite the seeming aura of calm that had descended on the RMB and PBOC foreign exchange reserves the past few months, this was a deceptive peace. ...
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Why China Debt Bulls Are Mostly Wrong
As the debate about the sustainability about the increase in Chinese credit has grown, a number of points have been raised about why China simply...
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Asia - Radical Impairments Are Normal
Sometimes we can forget, that impairment costs usually don’t rise gradually.We also sometimes forget that impairments can affect banks that are...
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Changing Composition of RMB Outflows
As PBOC FX reserves have stabilized, due primarily to revaluation of EUR and JPY holdings, the story has started to circulate that capital outflows...
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