TMI Thematics: CNY Momentum Peaking? / Blue Wave Drives US Inflation Expectations, Not Earnings
Our indicators see signs of peaking in CNY momentum, and attribute the recent spike in US breakevens to increased conviction on a Biden victory...
228 Views
PBoC Likely to Keep Renminbi on Tight Leash
Sizeable speculative FX inflows and FDI into China and rising trade surplus have pushed CNY 4.4% higher vs USD since end-july. PBoC now more likely...
580 Views
Dollar, Euro & Sterling in Focus, Asian Currencies Under the Radar Screen
Much of the market focus in recent months has been on major reserve currencies, namely: The US Dollar which, contrary to bearish expectations and...
294 Views
TMI Snapshot: Text Mining Sees USD/CNY & DXY Sentiment Shift To Neutral After Extremes
In recent weeks, leading FX strategists have noted shifts in USD posit
244 Views
HSCEI Dividends: Multiple Catalysts to Drive Fair Value Changes
With multiple catalysts driving fair value estimates, there will be significant trading opportunities in the HSCEI 2021 dividend futures.
337 Views