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Tag Archives: China
The global economy is facing its third deflationary shock in succession. After the US economy and the Eurozone, China is the epicenter of the latest crisis. The erstwhile Sino-American Symbiosis resurfaces in a new, more nefarious form. The causation runs … Continue reading
China’s latest FX adjustment is neither a “competitive devaluation” nor the opening shot in a “currency war”. Given the negative contribution of net exports to growth as of late, it is also unrelated to efforts to boost growth. Instead, the … Continue reading
Risk sentiment and commodity prices bode ill for AUD in the event of a Chinese slowdown. Effects on other G10 currencies are more ambiguous: A reduction in global liquidity and redressing of global imbalances will likely be positive for USD, … Continue reading