Banque Lombard's Gkionakis on China's Tech Clampdown

The transcript discusses the volatility in the FX market, particularly concerning the yuan, and the psychological impact of breaking certain levels. It explores the potential regulatory impacts on currency, emphasizing that these are likely to be sector-specific rather than systemic. The discussion includes global factors such as the Fed's actions and their influence on the currency market. The potential for PBOC intervention and market opportunities arising from currency movements are also examined. Finally, the transcript highlights the importance of economic indicators and their correlation with the FX market.

In what ways has China's current account balance impacted the FX market?

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What is the significance of the Fed's pricing in relation to economic reality?

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