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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China’s Role as Commodity Importer & The Problem that Emerges for the Soybean Complex
We all know about China’s importance in global trade as it is the single most important importer of many key commodities and raw materials.
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Part Six: Commodities: Priced for a Downturn
Even though a sustained long-term rally remains uncertain, the current environment seems ripe for a short-term bounce or mean reversion.
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