December 10, 2024 4:53 PM UTCBy Mike Gallagher

Ethiopia’s overall country risk rating remains high, with political violence still very high.

December 10, 2024 4:40 PM UTCBy Mike Gallagher

CAD focused on BOC, but limited upside scope.

December 10, 2024 4:24 PM UTCBy Mike Gallagher

The bounce from congestion support at 105.50 is extending

December 10, 2024 4:20 PM UTCBy Mike Gallagher

Overall, the warning from slow real credit growth on reduced credit supply and demand is the main lesson from the Asia crisis 1997-98. China High FX reserves; low borrowing overseas and dominance of domestic investors in Yuan markets argues against a currency crisis. Asia widespread banking crisis