Browsing Tag

investing

No near-term currency regime change in China

Spot USD/CNY closed above the fix today for the first time since September 2012. Other factors are at work in China currently, making it even harder to read the true intentions of Chinese policymakers. All of these developments come against…

Ten Surprises for 2014 coming

I have been sitting on my ten surprises for this year because not enough ideas had crystallized… until now. I think I will be ready to write the piece next week. Let me go through my thinking somewhat stream of consciously here. As a…

Challenging the Consensus

Now, when I look at financial markets going into 2014, I cannot recall ever having come across a more one-sided view than the one which prevails. The consensus view on bonds is overwhelmingly bearish while pretty much everyone is bullish on…

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