Currencies
Executive Summary Upward Repricing Of Bond Yields Continues
Upward Repricing Of Bond Yields Continues…
Is Sterling Near A Bottom…
Executive Summary The USD has appreciated by over 25% since the beginning of 2021. This is a negative for US corporate sales and profits and is a drag on US equity performance. According to BCA FX strategists, the USD is likely to roll over as it…
Executive Summary What To Do With The Euro?
What To Do With The Euro…
Dear client, Next week’s report will be on European assets, authored by my colleague Mathieu Savary. We will send that to you Monday, September 26. In that report, Mathieu looks at the European energy market in depth, and concludes the eurozone will…
Executive Summary Turkey is staring into an abyss: economic crisis that will morph into political crisis in the June 2023 election cycle. President Erdoğan will pursue populist economic policies and foreign policy adventurism to try to stay in power,…
Executive Summary The Chinese Economy Is Facing Deflationary Pressures
The Chinese Economy Is Facing A Risk of Deflation…
Cable Struggles Under Weight Of Stagflation…
Executive Summary Liquidity Will Shrink Further In Hong Kong
Liquidity Will Shrink Further In Hong Kong…
Executive Summary Liquidity Will Shrink Further In Hong Kong
Liquidity Will Shrink Further In Hong Kong…