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PBoC’s USD/CNY fix working against its intention of lower rates – Danske

FXStreet (Barcelona) - Flemming Nielsen, Senior Analyst at Danske Bank, comments that PBoC’s intervention in FX space to maintain the USD/CNY trading bank is pulling out liquidity from interbank market, which in turn is working against the central banks intention for lower interest rates.

Key Quotes

“With the PBoC currently having a clear easing bias in monetary policy there is also increasing speculation in the market that the PBoC will target a weaker CNY to support growth and ease deflationary pressure.”

“The PBoC this morning raised the reference exchange rate for USD/CNY (used to fix the daily trading band) by 0.06%. That said, in the big picture it is too early to conclude that PBoC is targeting a weaker CNY.”

“At the moment USD/CNY is trading at is ceiling in the daily trading band and the PBoC is intervening in the FX market to keep USD/CNY within the daily trading band. This is draining liquidity in the interbank market and hence in isolation working against the PBoC’s intention of lower interest rates.”

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