Insights Gain insight into our independent global macro research through these complimentary reports This Trump Is Different: Three Geopolitical Views For 2025 Our Geopolitical Strategy team published their annual outlook, and see three trends shaping 2025. ... China PMIs: A Rebound From Low Levels China’s Caixin Manufacturing PMI rebounded one point in October to 50.3. This was in line with the NBS PMIs from earlier... China Needs Fiscal, Not Monetary Easing The PBoC lowered the 14-day reverse repo rate by 10 bps on Monday, a move that follows a string of easing measures in la... Eurozone CPI At 3-Year Low Paves Way For September Cut After surprising to the upside in July on higher energy costs, Eurozone CPI resumed its deceleration in August. Headline... No Improvement In Chinese Inflation China’s CPI and PPI prints surprised to the upside on Friday. Producer prices contracted -0.8%y/y, unchanged from June, ... What’s Ailing ASEAN Markets? The four ASEAN stock markets (Indonesia, Malaysia, Thailand, and the Philippines) have fallen in absolute terms over the... China’s Surprise Rate Cut Unlikely To Move the Needle The PBoC lowered the 7-day reverse repo rate from 1.80% to 1.70% on Monday. The 5-year and 1-year loan prime rates decli...
This Trump Is Different: Three Geopolitical Views For 2025 Our Geopolitical Strategy team published their annual outlook, and see three trends shaping 2025. ...
China PMIs: A Rebound From Low Levels China’s Caixin Manufacturing PMI rebounded one point in October to 50.3. This was in line with the NBS PMIs from earlier...
China Needs Fiscal, Not Monetary Easing The PBoC lowered the 14-day reverse repo rate by 10 bps on Monday, a move that follows a string of easing measures in la...
Eurozone CPI At 3-Year Low Paves Way For September Cut After surprising to the upside in July on higher energy costs, Eurozone CPI resumed its deceleration in August. Headline...
No Improvement In Chinese Inflation China’s CPI and PPI prints surprised to the upside on Friday. Producer prices contracted -0.8%y/y, unchanged from June, ...
What’s Ailing ASEAN Markets? The four ASEAN stock markets (Indonesia, Malaysia, Thailand, and the Philippines) have fallen in absolute terms over the...
China’s Surprise Rate Cut Unlikely To Move the Needle The PBoC lowered the 7-day reverse repo rate from 1.80% to 1.70% on Monday. The 5-year and 1-year loan prime rates decli...
