EM by EM #40: Chinese Promises and Mexican Traps
Key takeaways:The Chinese rally seems driven by talk rather than action- a warning to bulls as it is could reverse as swiftly if the rumours...
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How Commodities Perform Around First Rate Cut
In a soft-landing economic environment, history suggests that commodity indexes stay stable around the first rate cut then trend higher six months...
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EM by EM #39: All Roads Out of China Lead to Goods Disinflation
Takeaway: China serves as the primary deflationary force in the global macroeconomic landscape. Despite China’s slowing growth, policy responses...
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Another Textbook Buy the Rumor Sell the Fact Trade Incoming?
Conditions in the Energy Industry Continue To Worsen The quarterly Dallas Fed Energy Survey highlighted that business uncertainty is worsening again.
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US Employment Data Confirms a Weakening Economy
The December US Employment report reveals a bleaker outlook with a significant loss of full-time jobs and a low creation rate of new full-time...
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