Global FX: Are trade risks already priced into currencies?
The Euro and CNY saw significant movements this week, with the PBOC setting a line in the sand for the CNY, leading to a potential shift in the...
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Global Commodities: What’s Next for Metals After a Trump Election Victory?
Summary: Gold saw fluctuations leading up to and post-election, while base metals faced volatility due to tariffs and Chinese stimulus concerns,...
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CX Daily: Evergrande Life Executives Go Missing Amid Probes Into Financial Violations
Probe / Evergrande Life executives go missing amid probes into financial violations Evergrande Life Assurance Co. Ltd. , the insurance arm of the...
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China/Germany Flash Watch: How will China navigate the Trump victory?
Wow! What a day in the markets with the Trump trade roaring in the FX space, bond space, and equity space. Buying U.S.-based equities in spread...
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China Watch: No more stimulus until the USD allows for it
It’s been almost a month since sentiment around China showed signs of life, spurred by attempts from the PBoC and the Finance Ministry to revive...
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