The cycle of cheap energy, a strong dollar, and weak global demand (including a weak China), first described in “Crude Analysis of Crude: I Enter […]
Tag: currencies
Cycle of Weak Global Demand: Chinese Export Number Misses Big!
China Trade Balance (Mar), which came at CNY 18.8 bln vs exp CNY 250.0 bln, with exports -14.6% y/y (in yuan terms), while imports were […]