World Cup of Economic Growth
What if World Cup teams competed on the basis of economic growth? We answer this question by using a factor-based model that takes into account...
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FLASH: UK Inflation Stays Soft Ahead of Summer Rise
• Inflation in May-18 disappointed consensus expectations again as it held at 2.4% on the CPI and slowed to 3.3% on the RPI, both in line with my...
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Preview: Brexit Vote-A-Rama in Commons
The Withdrawal Bill returns to the House of Commons on 12 and 13 June for the consideration of amendments after its bruising passage through the...
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FLASH: Surprise UK Industrial Crash in Apr-18
UK manufacturing output in April abruptly contracted by 1.4% m-o-m, contrary to widespread expectations for slight growth and despite the PMI’s...
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Week Ahead in Global Macro: Trump-Kim Summit, Fed/ECB/BOJ, China Activity, Argie BCRA/CPI, World Cup
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay long Korea equities (vs EM) ahead of...
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