Economic Growth
Executive Summary Ebbing Stagflation Fear Will Prompt Rerating
Ebbing Stagflation Fear Will Prompt Rerating…
Executive Summary Investors Think The Fed Will Not Be Able To Raise Rates Much Above 2%
Is A Higher Neutral Rate Good Or Bad For Stocks…
Executive Summary Major EM’s Defense Spends Will Be Comparable To That Of Developed Countries
Beware EMs That Borrow Too Much Or Wage War…
Dear Client, Next week, in lieu of our regular weekly report, I will be hosting two webcasts where I will discuss our view on China’s economy and financial markets. In particular, I will share our view on the announced economic growth target and stimulus…
Dear client, This week we are sending you a joint Special Report with my colleague Chester Ntonifor, Foreign Exchange Strategist. The Special Report provides our outlook on the RMB. I trust that you will find the report very insightful. Best regards, Jing…
Executive Summary The RMB And Real Interest Rates
The RMB And Real Interest Rates…
Executive Summary The RMB And Real Interest Rates
The RMB And Real Interest Rates…
Executive Summary On a tactical (3-month) horizon, the inflationary impulse from soaring energy and food prices combined with the choke on growth from sanctions will weigh on both the global economy and the global stock market. As such, bond yields could…
Executive Summary Upgrade Global Duration Exposure To Neutral
Upgrade Global Duration Exposure To Neutral…
Executive Summary Chinese Onshore Stocks Are Less Impacted By External Factors
Upgrading Chinese Onshore Stocks To Neutral…