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Making Sense Eurodollar University Episode 32 Part 3

Summary:
Is the recent gain in the CNY an engineered feint? The Chinese currency is gaining against the dollar. That SHOULD be an 'all-clear' signal that reflation, global trade, and positive momentum are in place. But we DO NOT see corroborating evidence on the People's Bank of China balance sheet. Maybe the move is an engineered feint? Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Artwork by David Parkins. Topics & Time Codes 00:05 When the Chinese currency is appreciating against the United States dollar that is good. 01:50 A rising CNY is corroborated by an increase in foreign exchange reserves in Beijing. 05:23 During 2017 the CNY was rising. Great! But weirdly the Hong Kong dollar was falling. What? 06:53 Is there corroborating evidence for

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Is the recent gain in the CNY an engineered feint?

The Chinese currency is gaining against the dollar. That SHOULD be an 'all-clear' signal that reflation, global trade, and positive momentum are in place. But we DO NOT see corroborating evidence on the People's Bank of China balance sheet. Maybe the move is an engineered feint?



Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Artwork by David Parkins.



Topics & Time Codes

00:05 When the Chinese currency is appreciating against the United States dollar that is good.

01:50 A rising CNY is corroborated by an increase in foreign exchange reserves in Beijing.

05:23 During 2017 the CNY was rising. Great! But weirdly the Hong Kong dollar was falling. What?

06:53 Is there corroborating evidence for a rising CNY? ForEx reserves? The HKD? No. Weird.

09:06 This story might be a repeat of an earlier episode with the CNY but few will know it.



Articles Referenced

CNY + TIC = October 2020, or 2017?: https://bit.ly/2FTp2Qk

Alhambra Investments Blog: https://bit.ly/2VIC2wW

RealClear Markets Essays: https://bit.ly/38tL5a7



Podcast Locations

AlhambraTube: https://bit.ly/2Xp3roy

Apple: https://apple.co/3czMcWN

iHeart: https://ihr.fm/31jq7cI

Castro: https://bit.ly/30DMYza

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Google: https://bit.ly/3e2Z48M

Spotify: https://spoti.fi/3arP8mY

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Castbox: https://bit.ly/3fJR5xQ

Podbean: https://bit.ly/2QpaDgh

Stitcher: https://bit.ly/2C1M1GB

Overcast: https://bit.ly/2YyDsLa

PocketCast: https://pca.st/encarkdt

SoundCloud: https://bit.ly/3l0yFfK

PodcastAddict: https://bit.ly/2V39Xjr



Follow

Twitter: https://twitter.com/JeffSnider_AIP

Twitter: https://twitter.com/EmilKalinowski

Art: https://davidparkins.com/
Jeffrey P. Snider
As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base.

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