Government
A User's Guide To GeoMacro…
China's Credit Slump Looms As Third Plenum Approaches…
South Africa: What Is The Optimum Policy…
China Faces Daunting Challenges…
The PBoC Will Resist a Swift RMB Devaluation…
At first glance, France has moved to the far left. However, this coalition is fragile, and Macron’s allies still hold the balance of power. What are the assets that will benefit from this new political setup, and those that will not?
German Factory Orders Disappoint…
UK Labour Win Will Benefit The Pound…
The new Labour government will have flexibility to respond to macro shocks, which is positive for the UK in general, namely GBP-EUR, and also gilts in absolute terms. But over the long run, tax hikes will likely surprise to the upside, which poses a risk to corporate earnings.
Bleak Capex Outlook Bodes Ill For Cyclical Assets…