Nutanix, which makes hyperconverged infrastructure including storage offerings, is partnering with AMD and betting that AI customers want flexible ecosystems.
Nutanix, which makes hyperconverged infrastructure including storage offerings, is partnering with AMD and betting that AI customers want flexible ecosystems.
As German Chancellor Friedrich Merz tours China with a host of his country’s business leaders, he may be heartened to see the Chinese yuan is at last starting to appreciate against the euro. Even with gains versus the US dollar last year, China’s closely controlled currency slumped around 8% against the euro, its biggest decline since 2003, helping turbo-charge a flood of Chinese exports into Euro...
As German Chancellor Friedrich Merz tours China with a host of his country’s business leaders, he may be heartened to see the Chinese yuan is at last starting to appreciate against the euro. Even with gains versus the US dollar last year, China’s closely controlled currency slumped around 8% against the euro, its biggest decline since 2003, helping turbo-charge a flood of Chinese exports into Europe. Berlin has accused Chinese companies of enjoying advantages over their German counterparts including a favorable exchange rate and state subsidies as the Asian nation’s trade surplus with Europe widened to a record last year. Now, China’s currency has gained over 1% versus the euro so far this year. The German chancellor arrived in Beijing on Wednesday and held separate talks with President Xi Jinping and Premier Li Qiang. His visit also includes a trip to the technology hub Hangzhou Thursday. “Merz will welcome a sustained appreciation in the yuan as that would address the competitive ‘distortions’ in his remarks before he left for China,” said Alex Loo , a strategist at TD Securities. “Some yuan strength this year could alleviate concerns that China is using foreign exchange to gain a competitive export advantage.” While Merz called for patience and dialogue to overcome disagreements on trade and geopolitics at his meeting with Xi, the 70-year-old conservative has been critical of Beijing in the past. He has warned German executives against expanding investment in the world’s No. 2 economy before and said earlier this month that “China systematically exploits the dependencies of others.” Running an unprecedented trade surplus with Europe, China is on a collision course with the continent. French President Emmanuel Macron has branded the trade imbalance with China “unbearable,” while European Commission President Ursula von der Leyen believes the bloc’s ties with China “have reached an inflection point.” To be sure, the yuan’s sharp depreciation against the euro last y...
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Wall Street’s conviction trade on Japan’s bond market is starting to fray, with strategists arguing the sharp flattening in the yield curve after Prime Minister Sanae Takaichi ’s election victory has gone too far. Citigroup Inc. and Deutsche Bank AG have exited trades that had bet on shorter-term Japanese government bond yields rising faster than longer-dated ones, joining Societe Generale SA in s...
Wall Street’s conviction trade on Japan’s bond market is starting to fray, with strategists arguing the sharp flattening in the yield curve after Prime Minister Sanae Takaichi ’s election victory has gone too far. Citigroup Inc. and Deutsche Bank AG have exited trades that had bet on shorter-term Japanese government bond yields rising faster than longer-dated ones, joining Societe Generale SA in signaling that the balance of risks now favors a renewed steepening instead. The shift comes after Takaichi nominated two new Bank of Japan board members seen as dovish on monetary policy and amid a media report that she voiced concern about further rate hikes. “We think the JGB curve flattening has gone too far and now looks too flat to our model,” Societe Generale strategists including Stephen Spratt wrote in a note. “With a lack of clarity on fiscal, long-end supply coming, 30-year yields at the bottom of the range, and risks around BOJ outlook, we like tactically fading the move.” The impact has already rippled through markets. Shorter-maturity bonds rallied Wednesday as expectations for additional rate increases recede, while longer-dated yields climbed on concern the BOJ could fall behind the curve on inflation under a more accommodative stance, pushing the gap between short- and long-term borrowing costs wider again. Read: Takaichi’s Reflationist BOJ Picks Push Up Long-Term Bond Yields Deutsche Bank strategists led by Francis Yared have recommended exiting bets on further flattening in Japan’s yield curve after about 25 basis points of the move played out, citing valuations and the nomination of dovish board members. Citi’s Dirk Willer and colleagues have also closed trades tied to expectations for a higher BOJ terminal rate and more hawkish policy — positions premised on tighter settings being needed to lift the yen — though they remain long Japanese equities. Japan’s yield curve had flattened sharply after Takaichi’s election on expectations she would pursue a fisca...