CNY Chinese Yuan Loading... : Bullish and Bearish Analyst Opinions
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04:40
Sep 02
Sep 02
CNY policy mechanics analysis, no directional call
Discusses historical CNY pressure dynamics and PBOC signaling mechanisms, comparing 2015 episode to 2023/24 stabilization, no explicit current directional position.
MED
03:56
Sep 02
Sep 02
China's fix maintenance stabilized CNY post-2022
Author explains China's RMB stabilization mechanism: maintaining the fix band and signaling no further depreciation helped stabilize CNY post-2022, implying policy tools remain available and effective for currency management.
HIGH
03:06
Sep 02
Sep 02
Stronger fix creates self-reinforcing CNY appreciation pressure
The author argues the PBOC's daily fix has greater influence on CNY direction than critics suggest, as a stronger fix triggers exporter conversion, creating self-reinforcing appreciation pressure through actual settlement flows.
MED
19:36
Sep 01
Sep 01
RMB undervalued by over 30%
Author provides detailed calculations supporting a view that the renminbi is undervalued by over 30%, implying a bullish long-term re-rating expectation for the currency.
MED
20:05
Aug 31
Aug 31
Author discusses China price dynamics and CNY exchange rate effects on real versus nominal.
Author discusses China price dynamics and CNY exchange rate effects on real versus nominal moves, but expresses no trade position.
LOW
17:44
Aug 31
Aug 31
Brad Setser challenges the premise of US dollar devaluation against the yuan.
Brad Setser challenges the premise of US dollar devaluation against the yuan, questioning how it works if the PBOC controls the fix, a policy debate without a trade position.
LOW
17:42
Aug 31
Aug 31
PBOC fix drives CNY movements, author asks questions
Author questions who manages USD/CNY, implying PBOC intervention via daily fix, but offers no directional trade stance on the currency pair.
LOW
17:24
Aug 31
Aug 31
The author challenges a macro claim about US hegemony by questioning who sets the yuan fix.
The author challenges a macro claim about US hegemony by questioning who sets the yuan fix and noting $500B of FX purchases, but expresses no directional position.
LOW
16:56
Aug 31
Aug 31
Author analyzes historical CNY undervaluation and dollar depreciation dynamics.
Author analyzes historical CNY undervaluation and dollar depreciation dynamics, expressing concern about US savings and debt-financed data center boom without taking a current position.
LOW
13:34
Aug 31
Aug 31
Stronger PBOC fix pushes yuan stronger
Long the yuan because a stronger PBOC fix drives corporate FX conversion flows that sustain CNY appreciation.
HIGH
12:48
Aug 31
Aug 31
CNY undervalued, manipulation signals appreciation
Author asserts CNY is undervalued, implying appreciation potential as manipulation via fx settlement is evident, though no direct tradeable instrument or entry specified.
MED
12:46
Aug 31
Aug 31
CNY policy debate, no directional commitment
Discusses policy options for CNY appreciation versus protectionism risks; no directional trade commitment, flags China's export wave sustainability concerns.
LOW
10:40
Aug 31
Aug 31
CNY/USD managed by China; no directional view
Explains CNY/USD is managed by China, so USD weakness can weaken CNY; no directional call.
LOW
19:09
Aug 30
Aug 30
Stronger CNY would slow exports and growth.
Author notes a stronger CNY would slow exports/growth and sees this as positive pressure for internal consumption; no explicit trade position stated.
LOW
10:36
Aug 30
Aug 30
The author debates methodology for estimating China's current account surplus and CNY.
The author debates methodology for estimating China's current account surplus and CNY undervaluation, but expresses no personal position or trade call.
LOW
10:15
Aug 30
Aug 30
The author argues CNY undervaluation is relative to a basket, not all Asian pairs.
The author argues CNY undervaluation is relative to a basket, not all Asian pairs, and notes JPY/TWD/KRW appreciation would increase CNY undervaluation, a factual exchange-rate analysis without a trade position.
LOW
00:20
Aug 30
Aug 30
CNY purchases constrained by PBOC consent and capital controls
Discusses structural constraints on foreign reserve managers buying CNY without PBOC consent, noting capital account restrictions and China's ability to offset flows; no directional trade view expressed.
LOW
17:11
Aug 29
Aug 29
China should allow CNY appreciation to avoid structural tariffs.
Brad Setser suggests China may rationally choose CNY appreciation as a strategic hedge against broader, embedded tariffs on Chinese content in global supply chains, contrasting current conditions with the post-2017 tariff environment.
MED
17:05
Aug 29
Aug 29
China controls CNY, could follow dollar down
Author explains China's control over CNY policy, including historical precedent of CNY following USD depreciation, implying potential real depreciation dynamics under US pressure for dollar weakness.
LOW
17:02
Aug 29
Aug 29
IMF finds CNY undervalued by over 20% and Trump tariffs are below Busan levels.
IMF finds CNY undervalued by over 20% and Trump tariffs are below Busan levels, but the author only discusses policy adjustment needs without taking a position.
LOW
13:37
Aug 28
Aug 28
Dollar erodes; yuan and euro gain share
The dollar's reserve currency status faces long-run erosion: China will gain a larger share of the reserve currency market and the euro benefits as U.S. sanctions push others away, but the biggest 5-10 year threat is internal because the U.S. is not prepared to balance its budget.
MED
01:38
Aug 26
Aug 26
China's yuan strengthens to 6.7051 per dollar, its highest level in over three years.
01:37
Aug 26
Aug 26
China's onshore yuan strengthens to 6.7051 per dollar, its highest level since February 2, 2023.
01:19
Aug 26
Aug 26
China sets yuan midpoint 663 pips below estimate.
China sets yuan midpoint 663 pips below estimate, marking the biggest weak-side deviation since February 27, 2026.
19:27
Aug 21
Aug 21
Author questions the mechanism behind CNY settlement spikes relative to the fix.
Author questions the mechanism behind CNY settlement spikes relative to the fix, probing intervention dynamics without stating a directional position.
LOW
19:14
Aug 21
Aug 21
Author analyzes China's currency management and settlement balance spikes during appreciation.
Author analyzes China's currency management and settlement balance spikes during appreciation pressure, describing intervention dynamics without taking a directional position.
LOW
17:48
Aug 18
Aug 18
Brad_Setser argues the balance of payments shows CNY appreciation reduced offshore FX holding.
Brad_Setser argues the balance of payments shows CNY appreciation reduced offshore FX holding incentives, slowing external asset buildup, a macro observation without a trade call.
LOW
15:09
Aug 17
Aug 17
The author discusses the RMB's impact on trade flows and potential to push China toward.
The author discusses the RMB's impact on trade flows and potential to push China toward pro-consumption stimulus, but frames it as a policy observation rather than a trade position.
LOW
07:17
Aug 17
Aug 17
Yen has more upside than yuan.
Beijing is likely to limit yuan appreciation to preserve export competitiveness, while the yen has more room to appreciate versus the yuan. This supports a relative yen-vs-yuan appreciation trade even if the yuan only strengthens marginally against the dollar.
MED
05:07
Aug 17
Aug 17
Author discusses how a 10% real CNY move translates to USD terms depending on Asian currency.
Author discusses how a 10% real CNY move translates to USD terms depending on Asian currency correlations, a technical macro analysis without a directional position.
LOW
About CNY Analyst Coverage
Buzzberg tracks CNY (Chinese Yuan) across 11 sources. 37 bullish vs 2 bearish calls from 30 analysts. Sentiment: predominantly bullish (24%). 146 total trade ideas tracked. Past 7 days: 4 bullish, 17 watch. Latest voices: Brad Setser, Kenneth Rogoff, FirstSquawk.