Jan Lambregts
Jan Lambregts
appreciation cautious china export government margins sector thin vulnerable yuan
Margins in China are razor thin and they may not be able to withstand much yuan appreciation. The export sector is vulnerable and the government is going to be very cautious in what it does and that's the message.
chinese lead move possible weaker
Any possible move out of Treasuries by the Chinese will lead to a weaker dollar.
data economy economy-and-economics fed path selling showing
The Fed is on a data-dependent path and the data is showing that the economy is still robust. There is still a lot of selling pressure.
china escape fall focus last outside possible shown visit wants year
There is a lot of focus on the visit and understandably so. China has shown last year that it will give into significant outside pressure. It wants to do as little as possible and escape a protectionist fall out.