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Making Sense Eurodollar University Episode 32 Part 3
Is the recent gain in the CNY an engineered feint?
The Chinese currency is gaining against the dollar. That SHOULD be an ‘all-clear’ signal that reflation, global trade, and positive momentum are in place. But we DO NOT see corroborating evidence on the People’s Bank of China balance sheet. Maybe the move is an engineered feint?Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Artwork by David Parkins.
Topics & Time Codes
00:05 When the Chinese currency is appreciating against the United States dollar that is good.
01:50 A rising CNY is corroborated by an increase in foreign exchange reserves in Beijing.
05:23 During 2017 the CNY was rising. Great! But weirdly the Hong Kong dollar was falling. What?
06:53 Is there corroborating evidence for a rising CNY? ForEx reserves? The HKD? No. Weird.
09:06 This story might be a repeat of an earlier episode with the CNY but few will know it.
Articles Referenced
CNY + TIC = October 2020, or 2017?: https://bit.ly/2FTp2Qk
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
Podcast Locations
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr
Follow
Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Art: https://davidparkins.com/ |
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Full story here
Are you the author?
Jeffrey P. Snider is the head of Global Investment Research of Alhambra Investment Partners (AIP). Jeffrey was 12 years at Atlantic Capital Management where he anticipated the financial crisis with critical research. His company is a global investment adviser, hence potential Swiss clients should not hesitate to contact AIP
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