The Weekly Market Monitor – Real Rates = Growth Scare?
Defaults are rising, gasoline demand is falling out of bed, and price pressures reside despite spiking energy prices. Is the growth slump finally...
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China Watch – Foreign Direct Investment & Capital Controls
Welcome back to another piece on the ongoing turmoil in China, which seems to have slipped headlines over the last weeks as USDCNY has stabilized...
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EM by EM #21 Why China is uninvestable yet tough to short
Key points upfront:The USDCNY tourist trade is no longer a quick and easy source of profit, as the PBoC aims to discourage speculative activities...
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Services Week: What to Buy if Manufacturing Rebounds While Services Weaken?
This week’s theme is the weakening in the services sector amidst manufacturing potentially looking to rebound. We aim to cover all asset classes,...
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The Energy Cable #36 – Will We Finally See Chinese Demand with the New Stimulus?
In this edition of your maverick energy/commodity newsletter from both sides of the pond, we discuss whether the Chinese stimulus will finally see...
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