Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

Asia biased macro & technical analysis

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Macroeconomics

<div data-attrs='{"url":"https://gordianknot.substack.com/subscribe?","text":"Subscribe"}'><div><form class="subscription-widget-subscribe"><div><ul><li><span style="font-size: var(--content-font-size);">To a 180-degree flip at the End of the Dollar hegemony and reserve system, opinions were pushed aggressively over mainstream CNN, FOX News networks, News Headlines, and fringe opinion makers looking for click baits.</span></li><li>We look at sentiment shift, and is it different from when Dollar peaked in October 2022?</li><li>We cover JPY, CNY, KRW, INR, TWD, AUD, CHF, EUR &amp; GBP charts. We have added equity and rates charts in China, India, and Korea where possible to help corroborate cross-market analysis.</li></ul></div></form></div></div>

To a 180-degree flip at the End of the Dollar hegemony and reserve system, opinions were pushed aggressively over mainstream CNN, FOX News networks, News Headlines, and fringe opinion makers looking for click baits.We look at sentiment shift, and is it different from when Dollar peaked in October 2022?We cover JPY, CNY, KRW, INR, TWD, AUD, CHF, EUR &amp; GBP charts. We have added equity and rates charts in China, India, and Korea where possible to help corroborate cross-market analysis.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li><p>Monetary / In Depth: Has China’s monetary policy reached its limit?</p></li><li><p>Cyberattack / Alleged U.S. cyberattack targeted China’s key telecom infrastructure</p></li><li><p>Pensions / China announces tax breaks to kick start personal pensions market</p></li></ul>

Monetary / In Depth: Has China’s monetary policy reached its limit?Cyberattack / Alleged U.S. cyberattack targeted China’s key telecom infrastructurePensions / China announces tax breaks to kick start personal pensions market

CX Daily: Has China’s Monetary Policy Reached Its Limit?

Technical Analysis

<ul><li>While much focus has been on EURO/USD cross, Asian currencies haven’t seen that much focus due to range-bound markets.</li><li>That is until two weeks ago when the USD/YEN breakout caught the imagination and became the centre of all things foreign exchange. Bonds &amp; short-term interest rates have been the macro focus of 2022.</li><li>The extent to which US bond yields have risen signals that the bond sell-off is not about to end despite the inverted yield curve. It is likely to cause more pain for EM countries.</li></ul>

While much focus has been on EURO/USD cross, Asian currencies haven’t seen that much focus due to range-bound markets.That is until two weeks ago when the USD/YEN breakout caught the imagination and became the centre of all things foreign exchange. Bonds &amp; short-term interest rates have been the macro focus of 2022.The extent to which US bond yields have risen signals that the bond sell-off is not about to end despite the inverted yield curve. It is likely to cause more pain for EM countries.

<ul><li>Probe / Evergrande Life executives go missing amid probes into financial violations Evergrande Life Assurance Co Ltd.</li><li><p>Election / Commentary: What Trump 2.0 will mean for China’s chip industry</p></li><li><p>Shipbuilding / Chinese shipbuilder could soon restart production on back of MSC mega order</p></li></ul>

Probe / Evergrande Life executives go missing amid probes into financial violations Evergrande Life Assurance Co Ltd.Election / Commentary: What Trump 2.0 will mean for China’s chip industryShipbuilding / Chinese shipbuilder could soon restart production on back of MSC mega order

CX Daily: Evergrande Life Executives Go Missing Amid Probes Into Financial Violations 

<ul><li>Asia New Vision Forum /: Dialogue between Hu Shuli and Heng Swee Keat on tackling global challenges </li><li>Central banks /: Asian central banks in no rush to follow Fed in cutting rates</li><li>TikTok /: TikTok Music comes to the end of the track in strategy shift</li></ul>

Asia New Vision Forum /: Dialogue between Hu Shuli and Heng Swee Keat on tackling global challenges Central banks /: Asian central banks in no rush to follow Fed in cutting ratesTikTok /: TikTok Music comes to the end of the track in strategy shift

CX Daily: Dialogue Between Hu Shuli and Heng Swee Keat on Tackling Global Challenges 

China

The Chinese renminbi (yuan) is the official currency of The People's Republic of China. 

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CNY (USDCNY CURNCY)

US Dollar is Dead Redux

This note extensively focuses on sentiment as the market is overwhelmed with the Negative Dollar narrative that is mainstream. And it begs the...

Untying The Gordian Knot

CX Daily: Has China’s Monetary Policy Reached Its Limit?

In Depth: Has China’s monetary policy reached its limit? Alleged U.S. cyberattack targeted China’s key telecom infrastructure

Caixin Global

A powder keg

While much focus has been on EURO/USD cross, Asian currencies haven’t seen that much focus due to range-bound markets. That is until two weeks ago...

Untying The Gordian Knot

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...

Caixin Global

CX Daily: Dialogue Between Hu Shuli and Heng Swee Keat on Tackling Global Challenges

Asia New Vision Forum / Dialogue between Hu Shuli and Heng Swee Keat on tackling global challenges Singapore’s Deputy Prime Minister Heng Swee...

Caixin Global

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