New Currency War: Japan Challenges China and the Yuan with Yen Devaluation

On Tuesday, November 11, 2025, the yen fell to 155 against the dollar, prompting intervention in the foreign exchange market. Forex traders are now familiar with the routine that accompanies yen weakness. Just as on Wednesday (November 12), Finance Minister Satsuki Katayama warned dealers not to test her resolve as the yen hit a nine-month …

Gold will reach $6,000 in spring with a boost from central banks

After an 18-month bull run that took it to a record high of $3,999/ounce on Monday, October 6, investors are wondering the obvious: How long will the precious metal’s rally last? The short answer is yes — at least as long as the same macroeconomic forces that fueled its rise remain active, Thanos Chonthrogiannis, an …

China: Asks the US for a “soft” dollar exchange rate in return

The real cause of the US-China trade war is the dollar. Namely, the dollar/renminbi exchange rate. This may seem paradoxical as tariffs have skyrocketed to levels unthinkable in the recent past and the free trade agreement on both sides of the US-China trade war. What needs to be considered is a high-stakes macroeconomic agreement between …

Currency War: Why It’s Not Time to Short the Yuan?

As the “Trump trade” returns – again – fueling concerns of new geopolitical turmoil, hedge funds worldwide are scrambling to short the Chinese yuan. They are betting that Trump’s tax and trade policies, if elected, will strengthen the dollar, with China seeking a more competitive exchange rate as domestic growth slows. But if the last …

China cancels US tariffs by devaluing the yuan

China is actively promoting its plan for de-dollarization, promoting the yuan as the dominant currency in world trade, effectively challenging the long-standing dominance of the US dollar. China is trying to promote the yuan as a medium of international trade, implementing the basic principle of de-dollarization – reducing dependence on the dollar. China once relied …

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