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
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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...
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Not All Winners Are Equal: 2021 EM FX Outliers and Implications for 2022
I explore the 2021 winners and losers among EM currencies, leading into the discussion on which of these performances were appropriate and which...
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Great Game – Why Putin fired Shoigu and Why Biden is going tough on China
Welcome to this week’s geopolitical update, the Great Game. This week we’re covering Putin’s surprise sacking of Defense Minister Shoigu as well...
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5 Things We Watch – Risk assets, US CPI, Liquidity, FTSE/GBP & Asian FX
Hello everyone, and welcome to our weekly ‘5 Things We Watch’, where we boil down 5 of the things we keep an eye out for, in a short and concise...
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