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>In Depth: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion</li><li>Yuan Rallies to One-Year High on Trade Optimism and Fed Cut Bets</li><li>Ant Group Delays Hong Kong Brokerage Takeover as Beijing Approval Drags</li></ul>

In Depth: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas ExpansionYuan Rallies to One-Year High on Trade Optimism and Fed Cut BetsAnt Group Delays Hong Kong Brokerage Takeover as Beijing Approval Drags

CX Daily: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion 

<ul><li>Yuan /Cover Story: How the Yuan is Taking Over the Dollar’s Role in Global Trade</li><li>Corruption /Exclusive: Ex-CSRC Chief Yi Huiman Faces Corruption Probe Likely Linked to ICBC</li><li>Banks /: Citi Ends UnionPay Membership Amid China Consumer Banking Retreat</li></ul>

Yuan /Cover Story: How the Yuan is Taking Over the Dollar’s Role in Global TradeCorruption /Exclusive: Ex-CSRC Chief Yi Huiman Faces Corruption Probe Likely Linked to ICBCBanks /: Citi Ends UnionPay Membership Amid China Consumer Banking Retreat

CX Daily: How the Yuan is Taking Over the Dollar’s Role in Global Trade 

<ul><li>Autos / In Depth: Controversial Li Auto video levels spotlight on ‘customized’ crash testing</li><li>AI /Exclusive: NetEase executive explains how AI agents could build a future of virtual teachers</li><li>E-commerce /: Pinduoduo’s growth slows as competition, tariffs hit Temu expansion</li></ul>

Autos / In Depth: Controversial Li Auto video levels spotlight on ‘customized’ crash testingAI /Exclusive: NetEase executive explains how AI agents could build a future of virtual teachersE-commerce /: Pinduoduo’s growth slows as competition, tariffs hit Temu expansion

CX Daily: Controversial Li Auto Video Levels Spotlight on ‘Customized’ Crash Testing 

<ul>
<li>Trump’s tariff-by-tweet tactics are pushing global trade into perpetual uncertainty</li>
<li>President Donald Trump’s trade policy has entered a new, chaotic phase, where structured negotiations give way to abrupt threats and legally nonbinding agreements that have left global commerce in a state of constant tension.</li>
<li>After several delays, Trump’s “reciprocal tariffs” took effect on Aug. 7</li>
</ul>


Trump’s tariff-by-tweet tactics are pushing global trade into perpetual uncertainty
President Donald Trump’s trade policy has entered a new, chaotic phase, where structured negotiations give way to abrupt threats and legally nonbinding agreements that have left global commerce in a state of constant tension.
After several delays, Trump’s “reciprocal tariffs” took effect on Aug. 7


CX Daily: Trump’s Tariff-by-Tweet Tactics Are Pushing Global Trade Into Perpetual Uncertainty 

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: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion

TOP STORIES In Depth: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion Chinese carmaker Geely is betting that an...

Caixin Global

CX Daily: How the Yuan is Taking Over the Dollar’s Role in Global Trade

TOP STORY Yuan / Cover Story: How the Yuan is Taking Over the Dollar’s Role in Global Trade In the first half of 2025, the U. S. dollar tumbled...

Caixin Global

CX Daily: Controversial Li Auto Video Levels Spotlight on ‘Customized’ Crash Testing

TOP STORIES Autos / In Depth: Controversial Li Auto video levels spotlight on ‘customized’ crash testing In the video, a sleek SUV and an 8-ton...

Caixin Global

CX Daily: Trump’s Tariff-by-Tweet Tactics Are Pushing Global Trade Into Perpetual Uncertainty

Trump’s tariff-by-tweet tactics are pushing global trade into perpetual uncertainty. President Donald Trump’s trade policy has entered a new...

Caixin Global

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