Fixed Income
The RBA Forecast High Inflation And Subdued Growth…
Suez Canal Transit Hits New Lows…
Our Portfolio Allocation Summary for May 2024.
Is US Demand Slowing Or Reaching A Steady State…
The Labor Market Is Cooling…
ISM Services PMI Contracts In April…
Some thoughts on this morning’s employment report and recent trends in US economic data.
Mainland residents’ investments in gold, other metals, and Hong Kong-traded stocks are a form of capital outflow. Chinese authorities will counter any excessive capital flight with stricter administrative controls. Thus, markets benefiting from these flows will likely be hurt.
The Fed Downplays Rate Hikes…
Updated views on US Treasury yields and the dollar following today’s FOMC meeting.