China's People's Bank (PBoC) And The US Dollar
China's People's Bank (PBoC) is not following the Fed's lead Chinese liquidity flows are modest and flat-lining The US dollar is threatened by the...
464 Views
The Coming Capital Wars
Capital Wars have been accelerated by the coronavirus Global Liquidity has been compromised by the need to roll-over our huge debts World...
493 Views
Smartkarma Webinar | Asian Currencies Outlook
In our next Smartkarma Webinar, Olivier Desbarres will discuss his outlook for Asian currencies. The webinar will be held on 1 April 2020 at...
481 Views
Global Growth Shaken, Central Banks Stirred
The drastic measures which governments across the world have taken so far to mitigate the spread of the coronavirus have few precedents outside of...
383 Views
Trade Armistice Is a Green Flag to Risk Assets; Trump Wins, China Loses
Since the US will keep tariffs unchanged on half its imports from China (similar to tariffs that prevailed in Sept-Nov 2019, when US imports from...
394 Views