What Caused the CNH Surge?
There was some consternation last night as the CNH surged against the USD bringing the CNY-CNH spread to an unprecedented 800 or so. What is...
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Money Matters: Turkey on the Brink?
Inflation data released in Turkey today is not encouraging. PPI rose nearly 3% MoM and now stands at 9.94% YoY. Oil price inflation will likely...
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Marketnomix Insight: China
Industrial production in China appears to be stabilizing above the 6.0% level Impact of the economic and political policies of the incoming US...
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Trump Not Likely to Halt Decline of US. But Ray Dalio Makes Good Case in Bringing Back Ayn Rand
I was working on a bigger piece on HK vs Singapore which I will put out later, and reviewing political classifications of economies, when I saw a...
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Risk on DM Positioning
Chartonics webcast Tuesday 27 December 2016Risk on DM positioningTo view click on this link: https://www.screencast.com/t/pQlYonUpgwN8 7:21...
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