China Strategy of Promising to Buy Stuff Just Might Work on Trump as He Looks for an Easy “victory”
US-China trade negotiations are focusing on the easy parts to avoid truly difficult discussions on thornier structural issues. Beijing is trying...
300 Views
RRG Global Macro Weekly - Poland and Malaysia Face External Forces in 2019
Poland: Could be a beneficiary of Brexit if Poles return to boost domestic demand. Unemployment of 5.5% provides room for workers. Brazil:...
268 Views
FOMC Signals that Its Next Move Could Be Either up or Down; It'll Be "Patient" In Deciding that Move
"In light of global economic and financial developments and muted inflation pressures, the Committee will be patient as it determines what future...
423 Views
EM Active Fund Performance: Difficult 2018, but Long-Term Outperformance Remains
2018 was a year to forget for many active GEM managers. Absolute returns were the worst since 2011 and, relative to the I-Shares MSCI Emerging...
478 Views
U.S. Equity Strategy: Defensive Areas Weakening; Broad Market Attempting to Bottom
In this report we detail our U.S. investment thesis and provide a detailed technical appraisal of the broad market, as well as highlighting...
599 Views