TGIM! @KVP_Macro - WK22. Mon 30 May 2016. The Global Macro Take: DXY Is Going Back to 100
Global Macro Take: WK 22 – DXY is going back to 100 Again its all about the US Dollar & upcoming Fed hikes, nothing else matters… DXY at 95.52...
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RMB Focus: It Was Too Good to Last
Despite the seeming aura of calm that had descended on the RMB and PBOC foreign exchange reserves the past few months, this was a deceptive peace. ...
312 Views
Why China Debt Bulls Are Mostly Wrong
As the debate about the sustainability about the increase in Chinese credit has grown, a number of points have been raised about why China simply...
315 Views
Changing Composition of RMB Outflows
As PBOC FX reserves have stabilized, due primarily to revaluation of EUR and JPY holdings, the story has started to circulate that capital outflows...
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China: Renewed Concerns About Extent of Slowdown
Progressively weaker data from China is likely to increase expectations of further depreciation of the RMB, while a continued decline in FX...
261 Views