U.S.-China Trade: A Timeout Ahead?
Fed Memo: You Had One Job
Post-G20 Trade War Dynamics
Trade Update: China 25, Blame Canada and onto FOMC
China Stimulus Update
Powell on Thin Ice
Jay Powell: Scared Straight?
Is China Imploding?
January 3, 2019
Powell's Shanghai Moment
January 7, 2019
China Stimulus Update II
January 16, 2019
Fed QT is a Nothingburger
January 18, 2019
Mnuchin's Plaza Accord
January 25, 2019
Chinese Perp QE
January 28, 2019
Powell Stumbles Home
January 30, 2019
Yi Gang's PBoC Primer
February 6, 2019
The Liquidity Landscape and the Risk Asset Outlook
February 8, 2019
The Ultimate China Stimulus Chartbook
February 21, 2019
Lighthizer Testimony Preview
February 27, 2019
Post-Lighthizer Update
March 1, 2019
China NPC, Trade, and Market Strategy
March 5, 2019
A-Shares See Xi Playing Trump
March 18, 2019
Rate Cut Panic Reflects Event Risks
March 26, 2019
Hedge EM Risk with Short EURUSD
March 28, 2019
China Sentiment Bounce
April 1, 2019
Bubblephobia
April 4, 2019
Are China Stimulus Hopes Fading Already?
April 15, 2019
Great Risk-Reward in the Argie Carry Trade
April 18, 2019
Part I: The Mechanics of Chinese Monetary Policy
April 29, 2019
Part II: The Evolution of Chinese Monetary Policy
April 30, 2019
Part III: The Outlook for Chinese Monetary Policy
May 02, 2019
Trading Trade
May 06, 2019
More on Trade: Reneging
May 07, 2019
U.S. - China Trade: Strategies and Roadmap
May 15, 2019
A Slow-Motion Train Wreck
May 24, 2019
Shake the Box
June 6, 2019
Mexican Risk Overhang Remains
June 10, 2019
China Stimulus: More Smoke & Mirrors
June 12, 2019
Trump Games: China & the Fed
June 18, 2019
The Renminbi Regime
June 25, 2019
Osaka G20: Trump Captures Another Piece
June 30, 2019
The Fed Shackled at Neutral
July 17, 2019
The Frog Stays in the Pot
July 22, 2019
Market Narratives
July 25, 2019
China: Where the Credit Risk Goes
July 31, 2019
Worried About Hong Kong I: Intervention Risk
August 14, 2019
Worried About Hong Kong II: Ramifications
August 15, 2019
Wicksell Wouldn't Blame the Central Banks
August 22, 2019
China - What's the Plan?
September 4, 2019
Osaka Deal Do-Over?
September 9, 2019
More on Trade Dynamics and Weekend Links
September 13, 2019
Down Goes China
September 18, 2019
A Clarida Dis and Weekend Links
September 20, 2019
Trade Bullets: Interim Deal on Life Support
September 25, 2019
Impeachment, Market Movies, and Weekend Links
September 27, 2019
Tail Trades for a Spooky October
October 3, 2019
Hong Kong Crosses the Rubicon and Weekend Links
October 4, 2019
Band in China
October 8, 2019
Trade Update with 4D Chess Analysis
October 11, 2019
Skinny Deal, Quantitative non-Easing and Weekend Links
October 11, 2019
Phase One: A Cease Fire Agreement
October 17, 2019
Who's Playing Who and Weekend Links
October 18, 2019
The Uncertainty Narrative
October 23, 2019
Pence Speech and Weekend Links
October 25, 2019
China Macro in Pictures
October 30, 2019
Reneging, The Sequel and Weekend Links
November 1, 2019
Phase One: Devil in the Details
November 4, 2019
China Overplays its Hand
November 5, 2019
Trade Showdown, Bank Runs & Weekend Links
November 8, 2019
Hong Kong Dollar: A Tough Nut to Crack
November 14, 2019
Two Movies, Vetoes & Weekend Links
November 15, 2019
Market Sleeps on Extreme Decoupling Risk
November 18, 2019
Phase One: Please Make it Stop
November 21, 2019
Soybean Nonsense and Weekend Links
November 22, 2019
The Anti-MAGA Deal & Weekend Links
November 29, 2019
The Liquidity Landscape
December 4, 2019
Trade Deal Optionality and Weekend Links
December 6, 2019
Trading Phase One
December 11, 2019
China Wins the Skirmish & Weekend Links
December 13, 2019
Phase One Shakedown Generates Q1 Reflation Trade
December 17, 2019
Beating the Phase One Horse & Weekend Links
December 20, 2019
Scroogin' on Chinese policy Measures & Weekend Links
December 27, 2019
Demystifying China's RRR and Weekend Links
January 3, 2020
There is No QE
January 6, 2020
The Q1 Reflation Trade
January 9, 2020
Yield Curve Inversions and Weekend Links
January 10, 2020
Phase One Leads to a Huawei Crossroad
January 16, 2020
IOER Rant and Weekend Links
January 17, 2020
BMc Testimony to USCESRC Jan 23, 2020
January 23, 2020
DC in a Pickle on China and Weekend Links
January 24, 2020
Coronavirus Guesswork
January 27, 2020
Coronavirus, Huawei and Weekend links
January 31, 2020
The RMB is Infected
February 05, 2020
Viral Misconceptions and Weekend Links
February 07, 2020
China Under Pressure
February 13, 2020
U.S. Politics and Weekend Links
February 14, 2020
What's up with gold
February 20, 2020
Alice in A-shareland and Weekend Links
February 21, 2020
Virus & Various
February 25, 2020
Doves Disappoint and Weekend Links
February 28, 2020
CoronaCrash Roadmap
March 05, 2020
The Dollar, Gold, Oil and Weekend Links
March 06, 2020
Just a Virus Trade
March 09, 2020
CoronaCrash Roadmap II and Weekend Links
March 13, 2020
CoronaCrash Roadmap III
March 16, 2020
CoronaCrash Roadmap IV
March 19, 2020
A TARP Moment
March 20, 2020
Pelosi, the Package and a Potential Melt-Up
March 27, 2020
Virus Math, Chinese Policy Failure and Weekend Links
April 3, 2020
Coronacrash Roadmap V: Its All Over But the Shouting
April 8, 2020
Mommy Party, Daddy Party and Weekend Links
April 17, 2020
China's Policy Disaster and Weekend Links
April 10, 2020