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CNY (USDCNY CURNCY)
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The Chinese renminbi (yuan) is the official currency of The People's Republic of China.
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bullish
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Cross Asset Strategy
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20 Dec 2023 15:06
The Great Portfolio Rebalance Will Accelerate in 2024: Part 1 – China Wants Less US Debt
China wants to further diversify its foreign reserve holdings, which likely means less US Treasuries and more Gold buying.
Jeroen Blokland
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373 Views
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bearish
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Macroeconomics
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15 Dec 2023 12:30
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Broker
China Outlook 2024 - Navigating Between Cyclical and Structural Headwinds
Beijing steps up property support; risks being shifted to banks, longer-term downsizing to continue Support measures should help a broader...
ABN AMRO
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394 Views
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bullish
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Cross Asset Strategy
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14 Dec 2023 18:45
Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
Steno Research
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459 Views
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bullish
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Cross Asset Strategy
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14 Dec 2023 07:10
EM by EM #34: Xi’s Whip and Powell’s Kneeling
Despite aiming for growth, China won’t employ potent fiscal or monetary policies; instead, the focus is on boosting confidence and shaping a...
Steno Research
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246 Views
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bullish
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Macroeconomics
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11 Dec 2023 09:47
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Syndicated
China Aggregate Finance Under the Hood
Xi-Biden Summit: Geopolitical Tensions Easing, But Underlying Issues Remain. The Xi-Biden summit has led to a perception of easing geopolitical...
Untying The Gordian Knot
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280 Views
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