Monthly Geopolitical Comment: Watch the Second Front of Trade War, Opened by the US Against EU
The upcoming meeting between top-level US and China officials in Washington, scheduled for 10 October, is the first critical event to watch. An...
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Why Is China Destroying Liquidity?
No evidence of major monetary easing by China PBoC (People’s Bank) actually withdrawing cash from money markets Broader liquidity measures show...
736 Views
Big Flows in China Bonds as Bloomberg Barclays Global Aggregate Index Adds
On 31 January 2019, Bloomberg confirmed that local Chinese RMB bonds would be included in the Bloomberg Barclays Global Aggregate Index...
1.1k Views
A Case For US/China Trade War Compromise
* New proposed US tariffs of 25% is motivated in large part by the recent depreciation of the CNY; *Â F/X Reserve Data Likely to Come in Weaker Than...
373 Views
Deleveraging: An Interpretation
The Chinese are deleveraging on their own terms and it is believable that this will continue, but not at any cost. Instead of costs, there may be...
268 Views