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Showing posts with the label CNH

Don't shackle Target2

Like Guntram Wolff over at the Bruegel blog , I hope that the much-rumoured capital controls on Cypriot deposits don't get enacted. So far the Euro authorities seem to have done everything right, albeit in a slow and circuitous manner. Insolvent banks are being closed, uninsured depositors, unsecured creditors, and shareholders are being bailed in, and solvent banks are slated to reopen. Wolff's main concern is that capital controls threaten the very meaning of a monetary union: With capital restrictions, the value of a euro in Cyprus is no longer worth the same as a euro held by any other bank in the eurozone. A euro in Nicosia cannot be used to buy goods in Frankfurt without limits. Effectively, it means that a Cypriot euro is not a euro any more. Enact capital controls and we'd see the emergence of an entirely new currency trading pair CYP€:onshore€, with Cypriot euros trading at a discount. The discount would emerge since the ability of CYP€ to buy things outside of th...

China, CNH, CNY, Hong Kong, and yuan

FT Alphaville updates the offshore yuan story. See Chinese CNH – YOURS! . There seems to have been a turnaround in the offshore market's blistering growth and the yuan's appreciation. Relevant Links: Offshore renminbi – an updated primer from HSBC NDF discount reflects tighter yuan liquidity from Credit Agricole Yuan's Rise Is Out of Steam from WSJ Hong Kong Yuan Deposits Drop for 1st Time Since October ’09 from Bloomberg