How coordinated currency buying interventions work

The French presidency of the G7 has been remarkably effective at reviving the policy discussion around global imbalances and international economic policy coordination after more than a decade of complete neglect by the…

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Why is the bearish yen sentiment still strong?

We don’t fully trust the dovish repricing in Bank of Japan expectations after recent central bank appointments, but upbeat risk sentiment (Nvidia earnings were strong) and soft Tokyo CPI overnight can keep JPY under pre…

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China: Credit demand and liquidity trends – DBS

DBS Group Research anticipates China’s credit demand to stay weak in July, with new Yuan loans around RMB 10.8 billion and M2 growth at 8% year-on-year. Corporate and household medium- to long-term lending are likely to…

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