Currencies
Dear client, In addition to this weekly report, we sent you a Special Report from our Geopolitical Strategy service, highlighting the risk from the Russo-Ukrainian conflict. Kind regards, Chester Executive Summary The Ukraine crisis will lead to a…
Highlights The buildup of excessive household debt in Canada over the past two decades has occurred because of outsized demand for housing, not because of the impact of constrained housing supply on house prices. Outsized demand for housing has occurred…
Executive Summary From Nixon-Mao To Putin-Xi
From Nixon-Mao To Putin-Xi…
Executive Summary EU-Russia Energy Trade To Persist
Russia Takes Ukraine: What Next…
A Flat Greenback Despite Geopolitical Tensions…
Executive Summary Lots Of Pent-Up Demand
Lots Of Pent-Up Demand…
Executive Summary The ultimate inflation anchor is unit labor costs. If relative price shocks cause employees to demand higher wages from their employers, and if they are granted wage increases above and beyond their productivity advances, inflation will…
Executive Summary Russian Invasion Scenarios And Likely Equity Impact
Ukraine Crisis Decision Tree…
Executive Summary Bull Markets In Malaysian Stocks Are Fully Dependent On Profit Growth
Bull Markets In Malaysian Stocks Are Fully Dependent On Profit Growth…
Hawkish BoC, Oil Prices Will Support The Loonie…