by Ryan Littlestone | May 29th, 2020, 14:16:57 | Research
Fixed Income Research & Macro Strategy (FIRMS) from 4X Global Research While the United States and China have not gone as far as re-introducing or increasing tariffs on each others’ imports, the war of words between the two trading superpowers has clearly...
by K-man | January 13th, 2020, 12:20:57 | Asia, Economic Data, PBOC, Technical Analysis
An outlook on the CNH drivers. #US- #China Phase One to be signed. Reinstatement of semi annual talks with China (outside trade talks), which Trump abolished earlier during his tenure. Expectations for China trade balance to rebound in Dec (out tomorrow). Expectations...
by Ryan Littlestone | August 5th, 2019, 13:08:22 | Video
US & China trade war skirts close to the cliff edge as USDCNH and USDCNY smash through the big 7.00 level. Here’s what to watch for over the next few sessions As we digest the fall out from the next chapter of the US/China trade war we need to be on watch...
by Ryan Littlestone | June 7th, 2019, 14:18:47 | Research
Fixed Income Research & Macro Strategy (FIRMS) 7 June 2019 We noted in “Renminbi depreciation – Case of déjà vu” (16 May 2019) that the Renminbi’s performance since early March had been very similar to that of May-June 2018 and that if, as we expected, history was...
by Ryan Littlestone | June 7th, 2019, 09:09:20 | Central Banks, PBOC, Technical Analysis
PBOC’s governor Gang was out with comments overnight A little bit of flexibility” in the yuan is good for Chinese and global economies No numerical number is more important than another We could have a temporary depreciation effect on the yuan That lot...
