Trinh
Mother, wife, daughter, EM Asia economist @natixis; non-resident scholar @carnegieendow; Cheer-leader of life/markets; Vietnamese, Californian, living in HK
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Good morning - shall we talk about regional trade & global demand & China zero Covid?
Good morning, how shall we start the week? Let's do a bit of a post mortem of ECB meeting and move on? Lady Lagarde stressed data dependency a lot on her decision to be rather do...
Good morning Asia, After China higher than expected inflation (monetary data dump yesterday showed a big increase in new loans & a lot of more went to short-term type), we got Ind...
Hello Asia, Shall we talk about inflation this week? Today is China CPI and it's higher but still low enough for markets to expect a 10bps 1-year MLF cut to 2.75% on all kinds of...
China zero Covid policy is restricting mobility, and inadvertently helping the world reducing the supply shock via suppressing oil demand. Brent is 100/barrel after the release of...
Good morning Asia. While u were asleep, the Fed released hawkish minutes on QT & wants to start at the May meeting & so we have May meeting w/ 50bps hike + start of QT w/ monthly c...
A big miss: 48.1 vs 49.9 expected and 50.4 previously. That was March. April is going to be horrible with the Shanghai lockdown extended. And this will reverberate regionally an...
President Biden release of strategic oil reserves pushed oil prices down but OPEC didn't really budge much as expected as only raised daily output target by 432,000/day from 1 May....
Good morning!!! I know economic data is lagging but this morning we have China March PMIs and expect for manufacturing to slow and services to sag on lockdowns. South Korea Febru...
Yes, and the reason why it is necessary is because Putin invaded Ukraine and so to respond to a war aggression without escalation, the resorts left are economic aggression via fina...
Long AUD and short JPY is basically the Russian invasion of Ukraine trade. One is the best of Asia so far rising 4.3% since 24 Feb and JPY has lost -4.6%, reaching 121.2 vs the USD...
How will the EU reduce its reliance on Russian gas? Watch this with me: https://t.co/3TAjWDmYLb