Asia
On Bank Indonesia’s Surprise Rate Hike…
Further Downside For The Yuan…
Asian Trade Signals Weak Global Demand Conditions…
Listen to a short summary of this report. Executive Summary Back From The Future: An Investor’s Almanac
Dispatches From The Future: From Goldilocks To President DeSantis…
Executive Summary Lingering Weakness In The Economy Is Reflected In Low Core Inflation
Lingereing Weakness In The Economy Is Reflected In Low Core Inflation…
Executive Summary Russia’s Crude Oil Output Will Fall
EU Russian Oil Embargoes, Higher Prices…
Property Sector Woes Weigh On The Chinese Economy…
Executive Summary With the fourth Taiwan Strait crisis materializing, the odds of a major war between the world’s great powers have gone up. Our decision trees suggest the odds are around 20%, or double where they stood from the Russian war in Ukraine…
Executive Summary Iron Ore & Steel Prices: Facing Downward Pressure
Iron Ore & Steel Prices: Facing Downward Pressure…
Listen to a short summary of this report. Executive Summary The Euro And The Chinese Credit Impulse
The Euro And The Chinese Credit Impulse…