Emerging Markets
Lower Path Of Least Resistance For Oil Prices…
Both the Chinese and US central banks will likely take policy actions in the coming weeks. What is the potential impact of a mortgage rate cut on China’s household consumption and the broader economy? Will the anticipated Fed easing cycle further lift the RMB exchange rate versus the US dollar?
The Surge In Chinese Exports Is Likely Unsustainable…
The undercurrents of global financial markets signal deteriorating global growth conditions. There is little cash on the sidelines in the US, the Euro Area, and Japan. If the budding bear market resembles the 2000-2003 one, EM stock prices are unlikely to outperform global equities in the initial leg but could outperform in the latter stage of the global selloff.
Chinese Deflation Pressures Worsened In August…
Bifurcated Demand For Semiconductors…
LEIs Are Declining In A Majority Of Countries…
Central Banks Are Still Accumulating Gold…
Our Portfolio Allocation Summary for September 2024.
What To Watch
What To…