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>Cover Story: Turning research into revenue – China’s quest to bring lab inventions to market</li><li>Peru amends law allowing Cosco Shipping to retain exclusive rights to operate Chancay Port</li><li>In Depth: How Hong Kong could help craft mainland policies for digital assets</li></ul>

Cover Story: Turning research into revenue – China’s quest to bring lab inventions to marketPeru amends law allowing Cosco Shipping to retain exclusive rights to operate Chancay PortIn Depth: How Hong Kong could help craft mainland policies for digital assets

CX Daily: Turning Research Into Revenue – China’s Quest to Bring Lab Inventions to Market 

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.

<ul><li>Throughout 2024, we’ve witnessed tight trading ranges across various markets: oil, FX, and Credit spreads.</li><li>Notably, Semiconductors (light blue), Gold (depicted in blue), High-Yield OAS (in red), and Bitcoin (represented in black) exhibit remarkably similar chart patterns.</li><li>In essence, these assets no longer offer diversification benefits; they have effectively become indistinguishable trades.</li></ul>

Throughout 2024, we’ve witnessed tight trading ranges across various markets: oil, FX, and Credit spreads.Notably, Semiconductors (light blue), Gold (depicted in blue), High-Yield OAS (in red), and Bitcoin (represented in black) exhibit remarkably similar chart patterns.In essence, these assets no longer offer diversification benefits; they have effectively become indistinguishable trades.

FX & Rates

<ul><li>U.S. interest rates have been climbing since early January 2024 after reaching their lowest points between December 27th and January 11th.</li><li>For example, the yield on 2-year Treasury bonds has increased by 52 basis points (bps), and the yield on 10-year bonds has risen by 49 bps since their respective lows.</li><li>Similarly, the Dollar Index (DXY), which measures the value of the U.S. dollar against a basket of other currencies, experienced its weakest point on December 28th, 2023.</li></ul>

U.S. interest rates have been climbing since early January 2024 after reaching their lowest points between December 27th and January 11th.For example, the yield on 2-year Treasury bonds has increased by 52 basis points (bps), and the yield on 10-year bonds has risen by 49 bps since their respective lows.Similarly, the Dollar Index (DXY), which measures the value of the U.S. dollar against a basket of other currencies, experienced its weakest point on December 28th, 2023.

US Dollar: Trend Reversal or Start of Bull Run

External broker reports(aggregated public sources), ABN AMRO

ABN AMRO

External broker reports(aggregated public sources)

ABN AMRO is a personal bank in the digital age. A bank committed to playing a serious role in society. This digital age helps us to bring banking ever closer to our clients and what they need. Our areas of focus are inclusion, sustainability, social entrepreneurship, innovation, daily banking and more. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Macroeconomics

<ul><li>Beijing steps up property support; risks being shifted to banks, longer-term downsizing to continue</li><li>Support measures should help a broader recovery in domestic demand, but this may take time</li><li>Structural drags remain: we expect annual growth to fall below 5% in 2024 and 2025</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Beijing steps up property support; risks being shifted to banks, longer-term downsizing to continueSupport measures should help a broader recovery in domestic demand, but this may take timeStructural drags remain: we expect annual growth to fall below 5% in 2024 and 2025Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

China Outlook 2024 - Navigating Between Cyclical and Structural Headwinds

<ul><li>Xi-Biden Summit: Geopolitical Tensions Easing, But Underlying Issues Remain</li><li>The Xi-Biden summit has led to a perception of easing geopolitical tensions and a conscious effort to de-escalate the situation.</li><li>Topics included talks on fentanyl, military matters, and artificial intelligence.</li></ul>

Xi-Biden Summit: Geopolitical Tensions Easing, But Underlying Issues RemainThe Xi-Biden summit has led to a perception of easing geopolitical tensions and a conscious effort to de-escalate the situation.Topics included talks on fentanyl, military matters, and artificial intelligence.

China

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

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CX Daily: Turning Research Into Revenue – China’s Quest to Bring Lab Inventions to Market

Cover Story: Turning research into revenue – China’s quest to bring lab inventions to market. Peru amends law allowing Cosco Shipping to retain...

Caixin Global

Are We Heading for a Volatility Event?

Notably, Semiconductors (light blue), Gold (depicted in blue), High-Yield OAS (in red), and Bitcoin (represented in black) exhibit remarkably...

Untying The Gordian Knot

US Dollar: Trend Reversal or Start of Bull Run

U.S. interest rates have been climbing since early January 2024 after reaching their lowest points between December 27th and January 11th.

Untying The Gordian Knot

China Outlook 2024 - Navigating Between Cyclical and Structural Headwinds

Beijing steps up property support; risks being shifted to banks, longer-term downsizing to continue Support measures should help a broader...

ABN AMRO

China Aggregate Finance Under the Hood

Xi-Biden Summit: Geopolitical Tensions Easing, But Underlying Issues Remain. The Xi-Biden summit has led to a perception of easing geopolitical...

Untying The Gordian Knot

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