Could China Dump Its Dollars In Some ‘Trade’ Retaliation? Or Will US Dollar Strength Continue?
Structural capital inflows into US assets, underpinned by global ‘safe asset’ shortage Potentially up to 10% appreciation of US dollar DXY EM...
557 Views
Inventory-Driven Positive US Growth Surprise Is a Chimera
The advance estimate of US real GDP for 1Q 2019 (reported before export and import data for March are available) showed a surprisingly strong...
474 Views
Lower Yield and a Firming USD
The break down in the 10yr yield from the sub 3% level has set in motion a higher degree decline in yield on the back of the rising wedge support...
571 Views
Democrats' Decision Not to Impeach Will Likely Deliver an Electoral Sweep in 2020
The end of the Special Counsel Bob Mueller's investigation into links (and possible collusion) between Russia and the Trump administration/campaign...
547 Views
Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
694 Views