The Market Sentimentalist – China Worries
SummaryA lot of smart investors worry that China is a gigantic bubble in search of a pin. It is not hard to see why. China’s economic growth...
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China: Offshore Debt Surging, Financial Risks Escalating
Forget talk about de-leveraging. Bank of International Settlements (BIS) data on international debt issuance reveal that Chinese corporates are...
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Triangulating the RMB, USD, and Commodities
There are two contradictory thesis in the foreign exchange and commodities markets. They are that a stronger dollar equates with higher commodity...
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China Renminbi – Consensus Creamed (Again)
If one currency has surprised the markets (and consensus bets at the beginning of the year) it is the renminbi. In early January the only currency...
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What Happens When China Cuts the RRR and Interest Rates?
With the recent announcement of an impending RRR cut, we take a look back at previous changes in interest rates and the required reserve ratio....
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