Money Matters: Short-Term Dollar Catalysts.
Having broken convincingly through 100, the DXY (trade weighted dollar index) has pulled back in the past few days to test its break. The Italian...
128 Views
Fourth Tier Banks in China and HK Show Heightened Credit Risk, a Harbinger for Mainstream Banks
We often focus too much on the listed 30 or so China banks, their NPL ratios and credit metrics. If anybody remembers First Bangkok City Bank,...
228 Views
Money Matters: US Bond Yields & USD/RMB - A Paradigm Shift?
Over the past five years or so, since the RMB moved into over-valuation territory, there has been a consistent and inverse relationship between...
185 Views
Singapore and Hong Kong Banks Sound Post U.S. Election; Interbank Rates Steady
While the share price appreciation for the Singapore and Hong Kong banks was not as strong as its U.S. and Japan peers in the post-U.S. election...
234 Views
What Is the Impact of Chinese Finance Ministry Reshuffle
It is frequently said that trying to trade politics is a fools errand, but it does impact the macro-economic direction. Yesterday, China announced...
172 Views