yuan
Across sources, a stronger US dollar framework looms large: Brent Johnson argues a rapidly appreciating dollar pressures other currencies, and he notes the yuan has fallen about 7% over the past eight years alongside other majors, though far less than the yen and real 1. Bloomberg reports a recent divergence in China’s markets, with stocks and bond yields at more-than-one-year lows even as the yuan has risen, highlighting a two-speed dynamic 3. On Jack Farley’s show, Ben Pouladian raises a geopolitical scenario where, if China were to dominate AI and military tech, the yuan could become the reserve currency, although Farley views that risk as unlikely on investors’ horizons 2.
From the window to Oct 5, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
12 this weekStories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 6 mentions
- Michael Pettis 2 mentions
- Afra Wang 1 mention
- Gary Bohm 1 mention
- Michael Howell 1 mention
- Kaiser Kuo 1 mention
- Daniel Lacalle 1 mention
- Michael Every 1 mention
See what your own voices say about yuan, every morning.
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