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bullish
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Macroeconomics
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22 Nov 2019 19:07
Taiwan - The Surprise Outperformer
Taiwan has emerged as the surprise outperformer among Asia’s new industrialised economies. Taiwan’s economy has gone from strength to strength this...
Sharmila Whelan
327 Views
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bullish
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Cross Asset Strategy
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01 Oct 2019 00:31
Monthly Geopolitical Comment: Watch the Second Front of Trade War, Opened by the US Against EU
The upcoming meeting between top-level US and China officials in Washington, scheduled for 10 October, is the first critical event to watch. An...
Tatiana Orlova
485 Views
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bearish
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Credit
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30 Sep 2019 10:09
Bondcritic Market Monitor (30-Sep-2019): The Cat Is Still Dead...
As we expected, a flight to quality is back as 2/10 spread remaining in single digit (6bps last Friday). Rising VIX and lower Baltic dry index...
Bondcritic
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547 Views
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bullish
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Macroeconomics
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20 Apr 2019 21:35
Why Is China Destroying Liquidity?
No evidence of major monetary easing by China PBoC (People’s Bank) actually withdrawing cash from money markets Broader liquidity measures show...
Michael J. Howell
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605 Views
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bullish
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Thematic (Sector/Industry)
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04 Feb 2019 08:13
Big Flows in China Bonds as Bloomberg Barclays Global Aggregate Index Adds
On 31 January 2019, Bloomberg confirmed that local Chinese RMB bonds would be included in the Bloomberg Barclays Global Aggregate Index...
Travis Lundy
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891 Views
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