Yuan reference rate set coming up at 0115GMT
I've posted a few pieces this morning on the yuan, PBOC etc:
- Economic data due from China today - and the fix!
- PBOC assured Fund mangrs there'd be no yuan deval. 2 reasons they were wrong to believe it
- Goldman Sachs on the 20 China-exposed stocks to avoid
- Does the Chinese yuan devaluation delay the Federal Reserve rate hike?
- Westpac on AUD implications of the yuan devaluation - not a major negative
- Let's cut to the chase - What is the impact of yuan devaluation on various markets?
- Goldman Sachs on the PBOC yuan devaluation - "This is about Fed liftoff"
And, some from the US afternoon:
- A quick thought on China
- Deutsche Bank on what the PBOC move means for commodities
- There's no playbook for China FX devaluation (and here's the playbook when there's no playbook)
The bolded posts are probably not to be missed
