Warnings About US Economy and Dollar Overblown
The United States’ post-war record GDP contraction in Q2 of 9.5% qoq and the Dollar’s recent depreciation have been making headline news but some...
371 Views
Major Economies & Currencies – What to Look Out for and Why It Matters
Price action in major currencies was again subdued last week. With few tier-one macro data releases for markets to trade off the focus was on the...
386 Views
Risk Aversion, Not Panic, in Face of Uncertainty
Major currencies, equity markets and the price of crude oil since 8th June – the cycle low in the US Dollar – have exhibited reasonably limited...
528 Views
Chinese Renminbi – Canary in the Coal Mine
While the United States and China have not gone as far as re-introducing or increasing tariffs on each others’ imports, the war of words between...
556 Views
Smartkarma Webinar | Could Equities Just Keep Rising? Actionable Analysis of Global Liquidity Flows
In tomorrow’s Smartkarma Webinar, Michael J. Howell will discuss international flows of liquidity and capital, with a particular focus on China’s...
576 Views