Weston Nakamura’s “Market Depth” is your direct access to the Asia Pacific region. Tune in every Monday, Wednesday & Friday to stay up to date on the macro forces driving markets from Asia to the U.S and everywhere in between.
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Weston Nakamura’s “Market Depth” is your direct access to the Asia Pacific region. Tune in every Monday, Wednesday & Friday to stay up to date on the macro forces driving markets from Asia to the U.S and everywhere in between.
China’s Stimulus Takes A Backseat To Save The Yuan | Michael Howell
Market Depth
36 minutes
2 years ago
China’s Stimulus Takes A Backseat To Save The Yuan | Michael Howell
In order to get a truly expert assessment on the liquidity picture out of China, Michael Howell from Crossborder Capital joins Weston Nakamura, as they explore Weston’s thesis from the previous episode of Market Depth - China’s immediate term priority is to stop the yuan’s precipitous fall. This has been made evident by the PBOC’s daily yuan fixings stronger, as well as their net liquidity draining that had been occurring over the last several trading days.
In addition, Michael incorporates his view on how the Japanese yen is being weaponized to attack the Chinese yuan - a theory that Michael and Weston have been discussing on an ongoing matter.
Weston also discusses another potential working theory on China’s economic weakness as inflationary for the developed economies, contrary to mainstream views.
Follow Michael Howell on Twitter:
https://twitter.com/crossbordercap
http://www.crossbordercapital.com
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Disclaimer: Nothing discussed on Market Depth should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Market Depth
Weston Nakamura’s “Market Depth” is your direct access to the Asia Pacific region. Tune in every Monday, Wednesday & Friday to stay up to date on the macro forces driving markets from Asia to the U.S and everywhere in between.
