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Track Research

Track Research

Track Research

Trackresearch.com is the global marketplace for research ideas. It is a place where qualified contributors can share their stock, commodity and macro ideas with a unique group of institutional investors, high net worth individuals and other thoughtful market participants.

Trackresearch.com is the global marketplace for research ideas. It is a place where qualified contributors can share their stock, commodity and macro ideas with a unique group of institutional investors, high net worth individuals and other thoughtful market participants.

We are an independent platform for investment research and market ideas. Our content is submitted by highly qualified professionals with proven track records and a developed understanding of what is required to produce thoughtful research. We offer our contributors a unique distribution channel to a growing base of institutional money managers in search of top-quality, real-time research, as well as the general public. We provide filtering, messaging and alerting tools so that our readers can access what they want as soon as it is available to them.

Our management team has over seventy years of experience in financial services at top tier firms.

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Bob Savage

Bob Savage

Chief Executive Officer
  • Chief Executive Officer, Editor-in-Chief and Head of Research of Track.com
  • Joined FX Concepts as COO and Chief Strategist when Track.com was acquired by FX Concepts in 2012.

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Track Research

U.S.-China trade dispute: Will China Weaponize the RMB and U.S. Treasury bonds?

Bob Savage
4/10/18
U.S.-China trade dispute: Will China Weaponize the RMB and U.S. Treasury bonds?

U.S.-China trade war: collateral damage

Consider the soy bean. 'China is threatened retaliatory tariffs on U.S. soybeans. The U.S. is one of the largest producers of soybeans. If China's not going to buy them, we're going to have an excess capacity.'

  • 'So, last week, we saw a soybean selloff.'

'But there was a complete dislocation in whole soybean supply chains. Downstream products, like soybean oil, didn't move at all in the same way.'

How Trump's tariffs impact China's trade/currency relations with Japan & Korea

How Trump's tariffs impact China's trade/currency relations with Japan & Korea

'The currency markets are embroiled in trying to figure out whether the Trump tariffs on steel and aluminum are good or bad for the U.S. economy and the U.S. stock market.'

China's trade surplus up, RMB weaker

China's trade surplus up,  RMB weaker

'The RMB did not like the trade data at all, and it weakened immediately - over 1% today.' 'Overnight, the world has moved a little bit away from its U.S.-centric obsession about equity volatility in the United States and around the world to what's going on in China,' says Bob Savage, CEO of TRACK and member of the soon-to-be-launched China Analyst Network.

China's RMB oil futures exchange—the 'story of the year'!

China's RMB oil futures exchange—the 'story of the year'!

There's a lot to follow in China. And, I had missed reports about the opening of the Shanghai International Energy Exchange or INE, likely this quarter. But, during my interview with Bob Savage, the well-respected analyst of global markets and CEO of TRACK, he told me the INE could be the 'story of the year.' That's a big - and interesting - claim about something that seems like one more ho-hum Chinese entity. Bob explained that the INE will create the an RMB-denominated oil futures contract. The first such contract in a petrodollar world, where China is largest crude oil importer. If RMB oil contracts - even just for trade with China - catch on, then the whole global oil trading regime will change. And, given the massive size of the global oil trade, a shift from dollars to RMBs will both erode the dollar as a reserve currency, and push the RMB closer its goal of becoming a full reserve currency.

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