Trump Makes Russia Great Again as His Domestic Agenda Continues to Implode
Tweet and NYT-interview attacks on Sessions suggest that Trump is close to triggering a constitutional crisis by sacking Sessions (and possibly...
128 Views
What Really Matters in the US Economy Is Doing Well
The US Conference Board Leading Indicator (LEI) rose 0.6% m/m in Jun 17, rising sharply from the 0.2% increase in April and May. The increase in...
101 Views
US Markets Update: Inflation Matches Expectation
Consensus about further tightening of monetary policy by the US Fed has been drastically revised down of late, with most analysts expecting no...
142 Views
Risk Reckoner - Are Rumours of Irrational Exuberance in US Stock Markets Greatly Exaggerated?
Evidente launches Risk Reckoner - a new research product designed to offer insights into risk and portfolio construction matters for both asset...
136 Views
NFP Gives the Green Light for Globally Concerted Tightening, Despite Persistent Disinflation
US non-farm payrolls (NFP) exceeded expectations in June, rising by 222,000 (versus expectations of 179,000) and the numbers for May and April were...
124 Views