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The Chinese renminbi (yuan) is the official currency of The People's Republic of China.
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bearish
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Macroeconomics
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06 Jul 2023 16:50
Chinese LGFVs Contribute to Lower Growth and Disinflation
The debt issues at Chinese Local Government Financing Vehicles lead to a misallocation of capital, lower growth, disinflation, and pressure on risk...
Jeroen Blokland
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496 Views
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bearish
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Cross Asset Strategy
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16 Jun 2023 19:30
The Weekly Market Monitor (24) – Our Key Sentiment Index Signals Market FRENZY
Our Fear & Frenzy Sentiment Index is on the verge of entering FRENZY territory, which would be the first time during the latest rally!
Jeroen Blokland
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341 Views
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bullish
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CNY
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08 Jun 2023 07:44
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Syndicated
China Recovery - Industrial
This Note is the third in a series on China's econChina'scovery; we update key charts and add charts relevant to the Industrial sector.
Untying The Gordian Knot
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261 Views
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bearish
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Cross Asset Strategy
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04 Jun 2023 19:19
ISM Down, Rates Up, Valuation Ballooning; What Could Go Wrong?
The AI Boom remains real, but so is deteriorating Macro, extreme SKEW, the MOVE-VIX divergence, and lofty Big Tech valuation.
Jeroen Blokland
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278 Views
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bullish
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Cross Asset Strategy
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29 May 2023 07:02
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Syndicated
China Recovery - Households
Most, if not all, bullish consumer recovery scenarios have been based on the revenge spending model that analysts witnessed in other parts of the...
Untying The Gordian Knot
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231 Views
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