Stocks will continue to struggle in the second quarter as President Trump tries to implement tariffs. Tax cuts will only temporarily dispel growth fears, if at all. Middle Eastern instability will add oil price surprises to an…
This report is a quick take on our views on UK bonds and FX, given the recent budget.
The fiscal stimulus announced at this year’s National People’s Congress is only slightly larger than last year’s. Notably, the details of the measures suggest that it will be challenging for fiscal stimulus to effectively…
Please join FX and Global Fixed Income Strategist Chester Ntonifor and Associate Strategist Robert Timper for a Webcast on Thursday, February 27, at 10:30 AM EST (3:30 PM GMT, 4:30 PM CET).
German election results were roughly as expected, but Europe’s biggest economy suddenly just got more interesting. While the details of the governing coalition have yet to be finalized, Chancellor Merz has floated options to ease the…
Our GeoMacro and Global Investment strategists crunched the numbers to determine what the world owes the US for its security commitments. The US administration views trade deficits and defense commitments as interconnected…
In its budget plans last week, the Indian fiscal authorities announced major tax cuts for households – the equivalent of about US$12 billion, 0.3% of GDP – to boost consumer spending. Soon thereafter, the central bank cut its policy rates…
Please join BCA Research’s, Chief EM & China Strategist Arthur Budaghyan, for a Webcast on Thursday, February 6 at 10:30 AM EST (3:30 PM GMT, 4:30 PM CET).
