USD/CNY (dnevni graf)

Kitajski juan je prvič po letu 2008 po špekulacijah, da bo Peking dovolil devaluacijo svoje valute, padel čez 7 juanov za dolar.

"Kaže, da zvišanje tarif kaže na ponovno prekinitev trgovinskih pogovorov, zato PBOC ne vidi potrebe po ohranjanju stabilnosti juana v kratkem času," je dejal Ken Cheung, višji valutni strateg pri Mizuho Bank Ltd.

"Zdaj, ko smo prebili mejo pri sedmih juanih za dolar lahko smatramo, da je to del odziva na nove tarife," je dejala Christy Tan, vodja tržne strategije pri National Australia Bank Ltd. v Singapurju. "Organi lahko vstopijo v upravljanje valute le, če pride do resnih motenj, zaradi katerih bi prišlo do množičnega bega kapitala iz Kitajske."

XAU/USD (dnevni graf cene zlata)

BTC/USD (dnevni graf bitcoina)

Beg kapitala v luči trgovinske vojne med ZDA in Kitajsko v naložbene razrede kot sta zlato in bitcoin postaja vse bolj očiten in pridobiva na hitrosti. V kolikor bi Kitajska nadaljevala z devaluacijo svoje valute kot odgovor na višje tarife s strani ZDA, lahko pričakujemo vse hitrejše stopnjevanje nakupov zlata in bitcoina s strani kitajskih državljanov in državljanov Hongkonga.

GAMETIME - CNH collapsing...HKD won’t be far behind. Mass Exodus of capital out of CNH and HKD. This collapse has just begun. #china #hk #bankingandcurrencycollapse pic.twitter.com/MQ8jpnSeQb

— Kyle Bass (@Jkylebass) August 5, 2019

#Gold futures in Shanghai Limit up (4% higher)#Silver futures surging 3.5% pic.twitter.com/aoAVRwK6US

— YUAN TALKS (@YuanTalks) August 5, 2019

A good time to reread this because things are about to start moving fast - "The Quiet Panic" - Kyle Bass On Hong Kong's Looming Financial & Political Crisis https://t.co/S5S42lEUUI

— zerohedge (@zerohedge) August 5, 2019

Rubio says “it’s clear that china breaks all of its promises”. The US should continue to support The good people of HK in their fight against tyranny and communism. carrie lam(b) and her police force have lost all trust. #hk #china https://t.co/FubkEZA1GB

— Kyle Bass (@Jkylebass) July 29, 2019

WATCH: An 'organising in chaos' scene from earlier on 7.28 in a clip circulated online — #HongKong people forming a long human supply chain that stretched from Wan Chai to Causeway Bay. Walking from here to beyond SOGO would usually take me 8-10 mins. #HK #HongKongProtests #香港 pic.twitter.com/g5Avo5LIse

— Carmen Ng 吳嘉文 (@Carmen_NgKaMan) July 28, 2019

Chinese deposits: $27 trillion
Crypto market cap (top 5): $255 billion

— zerohedge (@zerohedge) August 5, 2019

Vir: Insajder