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Macro Mondays

#12 - USD patriots vs. CNY patriots - Guest: Tony Nash

56 min27 augusti 2023

Has the PBoC won against speculators in Chinese FX markets? And will equities stabilize due to the contained outflows from China? We invite Tony Nash, former Director at The Economist Intelligence Unit in Asia to discuss the evolving crisis in Beijing. Tony has extensive knowledge from working both in Singapore and China and sees this ongoing tug of war as a patriotic combat.

Finally, you get our weekly update on portfolio flows, where we elaborate why again prefer to short assets in our own neck of the woods in Europe.

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Macro Mondays med Andreas Steno Larsen and Mikkel Rosenvold finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.