Government
US Beige Book: Cooling Labor Market, Softening Inflationary Pressures…
Carbon Credits: Short In The Short Run, Long In The Long Run…
The geopolitical backdrop remains negative despite some marginally less negative news. China’s stimulus is not yet large or fast enough to prevent a market riot. Two of our preferred equity regions, ASEAN and Europe, are struggling to outperform. Investors should stay defensive overall.
US And China Agree To Hold Semiannual Trade Dialogue…
Falling Corporate Profits Will Weigh On Chinese Stocks…
US Stocks Can Suffer From Politics And Elections…
Navigating By The Stars…
China removed checks and balances in its political system to deal with a very dangerous economic transition. The transition is going badly, yet investors cannot rely on checks and balances to correct or prevent policy mistakes. The Taiwanese election is a looming bellwether.
Is It Time To Buy Argentinian Sovereign Bonds…
In Defense Of The Yuan
In…