China Rates Picture Shows Falling Rates and Shrinking Spreads
It is important to note that China remains overwhelmingly dependent on short term lending. Trading and borrowing for numerous remains extremely...
508 Views
PMI and Business Confidence in China Remains Robust
With regards to the latest PMI and business confidence data, businesses are reporting mild declines from recent highs. Yet, given the relative...
342 Views
Breakneck Monetary Expansion Needs to Stop or Reverse in Order to Brake the RMB's Fall
China's money supply (M2) has quadrupled in the past 10 years to US$27.2 trillion in May 2018, nearly double the size of US M2 (US$14 trillion)....
327 Views
China Can't Afford the Widening Conflict with the US: RMB's Fall Is Thin End of a Strategic Wedge
With FAI (fixed asset investment) up just 6.1% YoY in Jan-May 2018 (the slowest in 22 years), China cut banks' RRR for the second time in 10 weeks....
333 Views
What Is Happening with the RMB?
Taking all the data into account, we believe the RMB is falling because the USD is rising. The relationship between USD and RMB are inversely...
172 Views