Tighter Monetary Policy to Facilitate Financial Deleveraging in China
After lifting the medium-term lending facility rate by 10 basis points on Jan. 24, the People's Bank of China raised the overnight short-term...
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Equities Leading a Yield Inflection
US equities corrective bull wedge formations are still on track to break higher with follow through looked for this week (above XLF 23.80). We...
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Final Innings of China Rally – Fresh Highs for a Macro Crest
Strategic view: Less bullish in late stages of corrective rally from early 2016. New high to mark a macro cycle peak.Tactical posture: Bullish for...
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What Caused the CNH Surge?
There was some consternation last night as the CNH surged against the USD bringing the CNY-CNH spread to an unprecedented 800 or so. What is...
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The Obscurity of Power: Xi Jinping's China
by Andrew Gilholm.Amid the din of presidential change in the world’s established superpower, a looming leadership transition in its emerging...
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