Fiscal
Chinese GDP: Meeting Low Expectations…
UK Assets: Mark Your Calendar…
China Stimulus: Rich In Promises, Short In Details…
In this Insight, we assess whether investors should expect fiscal turbulence in the UK, that will drive UK yields higher and the pound lower.
NDRC Disappoints On Chinese Stimulus Details…
The month of October ahead of a US general election tends to be a volatile month with negative outcome for equities. As such, it is prudent to remain on the sidelines until after the election.
The US election underscores three long-term trends of Generational Change, Peak Polarization, and Limited Big Government. Investors should expect more volatility around the election and should assess the results before adding more risk. While we predicted the October surprise from the Middle East, more surprises are coming before the final vote is cast.
Indian Equities Are Rallying On Borrowed Time…
The Storm Has Passed For Mexican Assets…
BoE Hints At “More Aggressive” Pace Of Easing…