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Chinese goods trade data - an FX-focused introduction
Goods trade is the source of FX for China, but there are nuances.
Jan 14
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Martin Lynge Rasmussen
21
5
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Fiscal fumbling in the UK
Three challenges for the public finances
Dec 21, 2025
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Chris Marsh
21
13
4
Peter Doyle
Tribute to a good salty man
Dec 13, 2025
•
Gabriel Sterne
and
Chris Marsh
17
5
5
Mirroring China's BoP data from the outside
Data reported by other countries generally support the story told by Chinese BoP data
Nov 30, 2025
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Martin Lynge Rasmussen
10
2
A New Driver of China's De-Dollarization
The $100bn surge in Chinese trade credit since 2024 has been denominated in renminbi - that's new and opens up a new avenue for China and the rest of…
Oct 21, 2025
•
Martin Lynge Rasmussen
15
4
On Argentina's program slippage
BCRA balance sheet suggests a return to the same old bad habits
Oct 5, 2025
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Chris Marsh
13
3
1
State of Chinese gold demand
Spec demand shifts from ETFs to SHFE, undisclosed official buying picked up in Q2.
Sep 25, 2025
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Martin Lynge Rasmussen
2
Is China understating its GDP?
Controversy surrounding China's goods trade data implies that the country's GDP is under-reported (or alternatively, that the consensus view is wrong).
Sep 6, 2025
•
Martin Lynge Rasmussen
5
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Money: Inside and Out
The Exante Data team on global macroeconomics and finance.
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