Analysis: China's Yuan Depreciation Plans Spark Fears of Global FX Race to the Bottom
- THE CHINA NOW
- Dec 11, 2024
- 4 min read

Summary
China is considering letting the yuan weaken in response to possible U.S. tariff hikes, raising concerns about a potential global FX race to the bottom.
A weaker yuan could help exporters but also risk triggering a cascade of tariff retaliation from other economies.
The Australian dollar hits a one-year low as the yuan depreciates, highlighting the broader impact of Chinese currency moves on global trade.
High-level discussions in China about allowing the yuan to weaken are sending ripples through global markets, raising concerns about the potential for a currency race to the bottom as tariffs and trade tensions escalate. As the U.S. administration under President Trump threatens to increase tariffs, China is considering using its currency as a tool to mitigate the impact of these trade barriers, creating potential shockwaves across the global economy.