US: Ain't Nuthin' but a 'G' Thang
The debate around the US economy's sluggish growth performance since the global financial crisis (GFC) typically misses out the most important...
176 Views
Rising Moral Hazard and Governance Issues Around Tech Threaten EM Bull Case
The steady rise in most global equity markets over the first half of this year has been mainly driven by the weakness of the USD (USD CURNCY),...
166 Views
North Korean Tensions Support EUR Vs. USD and Asia
The North Korean tensions include a bigger tail risk than usual. NK is firmly focused on developing its capacity to deliver a nuclear warhead to...
129 Views
Central Bankers Switch Gear; EUR/NZD Reversal
The EUR is on the fly Tuesday after a month or more of consolidation. The catalyst is a speech from Draghi. Coming on the back of a number of...
117 Views
Fed Vs. The Data, Dudley Writing Calls on the S&P
US economic reports have significantly underwhelmed expectations in recent months. Confidence indicators may be ebbing, and the rebound in Q2...
114 Views