Stephen Roach Warns of Disaster From Our 'Sinophobic' China Policy
The Odd Lots podcast examines US trade tensions with China by comparing them to past trade tensions with Japan in the 1980s, discussing the...
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Steno Signals #107 – The 3 indicators you NEED to watch on recession risks
Happy Sunday and welcome to our flagship editorial!The ISM Services report admittedly made for recessionary reading, and it is not because we have...
252 Views
Macro Regime Indicator – Growth is the dark horse in July..
Coming into June, we wrote that the biggest “risk” was that we moved towards a goldilocks scenario. While our portfolio returns have mostly...
212 Views
Japan Watch – Why BoJ Will NOT Intervene Anytime Soon
Recently, numerous JPY pairs have breached the levels where the BoJ / MoF intervened in April/May, prompting markets to wonder if (and when)...
482 Views
EM Watch: A Chinese tale of two very different realities
Welcome to our weekly EM Watch series, where we focus on the diverging economic trends in China, where local consumption seems to be on the floor,...
212 Views