Results for China
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Allow Chinese Companies to Build Locally and Sell Locally or Face Dire Consequences Allow Chinese Companies to Build Locally and Sell Locally or Face Dire Consequences Reviewed by Marc Chandler on May 07, 2025 Rating: 5
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Yuan and Why

April 18, 2025
With the U.S. imposing aggressive tariffs on Chinese goods, conventional wisdom suggests that Beijing will retaliate with a sharp devaluation of the yuan to counter the economic shock. But this assumption is flawed. The level of devaluation required to fully offset tariffs exceeding 100% would be extreme, risking financial instability and undermin…
Yuan and Why Yuan and Why Reviewed by Marc Chandler on April 18, 2025 Rating: 5
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Japan's Tankan was Uninspiring and UK Disappoints with Contracting Economy in October Japan's Tankan was Uninspiring and UK Disappoints with Contracting Economy in October Reviewed by Marc Chandler on December 13, 2024 Rating: 5
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Greenback Bid Ahead of CPI

December 11, 2024
Overview: The dollar is on fire. Ahead of today's US November CPI and tomorrow's anticipated rate cuts by the European Central Bank and the Swiss National Bank, the greenback is rising against all G10 currencies and nearly all emerging market currencies (but the Hong Kong dollar and the Indian rupee, which slipped to a record-low earlier t…
Greenback Bid Ahead of CPI Greenback Bid Ahead of CPI Reviewed by Marc Chandler on December 11, 2024 Rating: 5
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Dovish Hold Sends the Aussie Lower

December 10, 2024
Overview: The US dollar is little changed against most of the G10 currencies today. The antipodean currencies are the main exception. A modest change in tone from the Reserve Bank of Australia, boosting the chances of a rate cut early next year sent the Australian dollar back toward yesterday's lows, and the New Zealand dollar fell in sympathy…
Dovish Hold Sends the Aussie Lower Dovish Hold Sends the Aussie Lower Reviewed by Marc Chandler on December 10, 2024 Rating: 5
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US Dollar is Offered and China's Politburo Promises more Monetary and Fiscal Support US Dollar is Offered and China's Politburo Promises more Monetary and Fiscal Support Reviewed by Marc Chandler on December 09, 2024 Rating: 5
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French Government on Precipice, Presses Euro Lower

December 02, 2024
Overview: The US dollar is beginning the new week and month on a firm note. It is rising against all the G10 currencies and nearly all the emerging market currencies. US-President-elect Trump's threat to BRICS if they abandon the dollar is symbolic than substantive, as we have argued, despite the occasional claim to the contrary, a BRICS curre…
French Government on Precipice, Presses Euro Lower French Government on Precipice, Presses Euro Lower Reviewed by Marc Chandler on December 02, 2024 Rating: 5
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Ueda Lifts Yen, Leaving Euro and Sterling Pinned Near Lows

November 21, 2024
Overview:  Escalating tensions in Europe and comments from Bank of Japan Ueda that spurred speculation of a December hike are the main drivers of the foreign exchange market today. The yen is the strongest of the G10 currencies, up about 0.65%, while the euro is the weakest, off a little more than 0.25%, and sterling is down almost as much. Most o…
Ueda Lifts Yen, Leaving Euro and Sterling Pinned Near Lows Ueda Lifts Yen, Leaving Euro and Sterling Pinned Near Lows Reviewed by Marc Chandler on November 21, 2024 Rating: 5
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FX and Rates Unwind Yesterday's Powell Effect, US Index Futures Slide

November 15, 2024
Overview:  The dollar bounced, and US rates rose yesterday afternoon in response to comments by Fed Chair Powell. But he did little more that reiterate what he had said at the recent press conference. Powell expressed a lack of urgency to move after having led the central bank in delivering a 50 bp cut to start the easing in September while indica…
FX and Rates Unwind Yesterday's Powell Effect, US Index Futures Slide FX and Rates Unwind Yesterday's Powell Effect, US Index Futures Slide Reviewed by Marc Chandler on November 15, 2024 Rating: 5
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