5 Things We Watch – Rates Pricing, Liquidity turning, Labor Market, Commodities & China
Hello everyone, and welcome back to our weekly ‘5 Things We Watch’, where we provide 5 of the things we keep an eye out for in global macro in a...
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Emerging Markets: Legs to the Korea case or time to cash in?
We see growth trending higher in the cyclical parts of the economy through April on our models and nowcasts, and Korean industries are...
243 Views
Energy Cable #63: It is still all eyes on China
Solid PMI numbers out of China supporting the reflation story. Steel Production looks ok. There is still potential for the USD to throw a wrench in...
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Is a Major RMB Depreciation on the Cards?
Potential signs of major stimulus excites markets but could weaken the RMB. Continued incremental easing in China may disappoint equity investors...
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Whither the Yen?
The Bank of Japan is between a rock and a hard place as a servicing a high debt load takes preference over inflation and weak consumption. JPY...
486 Views