A Grimmer View on Global Risks Boosting the Dollar
The market appears to be taking a grimmer view of big global risk factors (Brexit, Italy, Chinese economy, and US trade policy). The relative...
318 Views
Recession Watch: Asian Trade Set To Collapse? Markets Need China Easing Or Still Weaker Currencies
Backdrop of plunging Global Liquidity is killing this bull market and causing risk appetite to crater Chinese and regional Asian economies far...
402 Views
Asia-Pac FX Valuations Special: Overweight IDR, INR, PKR Versus THB, KRW, TWD - Model* Portfolio
Currencies globally have seen significant turbulence this year - and the Asia-Pac region is certainly no exception. We cut through recent...
522 Views
Weekly Global Liquidity Data Show Big Drop In US Fed Injections
Latest Weekly Global Liquidity data highlight 17.5% annualised skid lower in US Fed activity Global Liquidity injections by major Central Banks...
415 Views
The Dollar and the Meeting Between Trump and Xi
There is no clear way to assess the probability of the outcome of this meeting, so uncertainty may keep asset markets in check as it approaches. ...
422 Views