Currencies
Chinese RMB’s International Currency Status
Extract from our “Chinese RMB’s International Currency Status” research paper, published 20th May 2021…
Read MoreSummer of (USD) Love?
For many months (quarters) now there has been a small but consistent collection of themes running through our thoughts and comments…
Read MoreA Dip in Confidence?
A busy week for the Federal Reserve, Peoples Bank of China and the European Central Bank. We discuss the events of the week and our view on US yields…
Read MoreE-CNY
The Chinese RMB is going digital. Beijing has begun to experiment, in a limited trial in four cities, with the use of e-CNY.
Read MoreA subtle but important shift?
Last week (and indeed last year) we raised our concerns about the remarkable consensus in financial market forecasts. However, much like the start to the year, it is not as simple as that…
Read MoreUS Dollar – Tactically cautious, structurally bullish
We can see the dollar continue to trade weak in the near term, but on a slightly longer-term horizon, we find this narrative unconvincing….
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