
About this episode
Has the PBoC won against speculators in Chinese FX markets? And will equities stabilize due to the contained outflows from China? We invite Tony Nash, former Director at The Economist Intelligence Unit in Asia to discuss the evolving crisis in Beijing. Tony has extensive knowledge from working both in Singapore and China and sees this ongoing tug of war as a patriotic combat.
Finally, you get our weekly update on portfolio flows, where we elaborate why again prefer to short assets in our own neck of the woods in Europe.
Use the exclusive offer Macro30 to get 30% off your subscription at www.stenoresearch.com
🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe
Connect with Real Vision™ Online:
YouTube: youtube.com/@RealVisionFinance
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Website: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
Get every episode summarized
Each time Macro Mondays publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Macro Mondays

Is Risk-On Too Risky? | Macro Mondays: August 31, 2026
Macro Mondays

Are Markets About to Rip Higher?| Macro Mondays: August 24, 2026
Macro Mondays

Inflation Is Cooling, So What Is the Fed Seeing? | Macro Mondays: August 17, 202...
Macro Mondays

Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026
Macro Mondays