MBCC TH 26th June'23 - "Can the sell side dare to look at the other side of the China trade? What does that mean?"
We keep seeing Chinese Yuan making new lows every day. The whole world is “hoping” or rather “wishing” that China comes back and does its usual “stimulus”, we discuss today what is happening behind the scenes and what our cross asset indicators are pointing.
Do you dare to see the other side? More importantly, is anyone positioned for this? What can happen? To find out, sign up!
