A better way to measure Chinese banks' external position
A guide to data on Chinese banks' external position - and why a frequently used metric might overstate net holdings
Money: Inside and Out
The Exante Data team on global macroeconomics and finance.
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Latest posts
Internationalising the Renminbi Without Letting Go
Chinese policy thinkers are converging on a controlled, trade-led, regionally focused model of RMB use - rather than on full liberalisation.
Rewriting history at the Bank of England
Governor Bailey is confused about the recent past
Renminbi internationalization gets a stronger political mandate
Beijing is becoming clearer about its ambitions for the RMB’s global role, but the operational path remains opaque
China is reflating...
...but is it durable and broad-based, or merely industrial-price normalisation?
BOE communication challenges
The Bank of England slips back into old habits
Exante Data 10th Anniversary Conference
Our March 26 conference was an opportunity to scan the decade ahead
Special Message about Exante Data's 10-Year Anniversary Conference in NYC on March 26
Next week is the big day...
Chinese goods trade data - an FX-focused introduction
Goods trade is the source of FX for China, but there are nuances.
Fiscal fumbling in the UK
Three challenges for the public finances