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Feb 16
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$44.25
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LONG
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@brad_setser
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China's massive customs surplus and increasing foreign/FX assets, along with an implied need to adjust the current account surplus upwards, suggest a strong external position that could lead to appreciation pressure on the Chinese Yuan. |
@brad_setser
Which implies, absent a renewed tolerance for...
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Feb 12
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$44.25
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SHORT
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abcampbell
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Despite China's massive and growing trade surplus, the yuan and other major Asian surplus country currencies show persistent weakness in broad real terms, suggesting a continued |
@abcampbell
tfw you thought you closed your position yest...
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