Inflation/Deflation
US Policy Is Restrictive, But Inflation Expectations Are Still High…
In this report, we go around the globe and survey the near-term outlook for G10 currencies. Our longer-term view on the dollar has been clear, we are sellers. In this report, we review if a tactical sell is also warranted given incoming data and the message from our models.
Deflationary Pressures Still Dominate China's Economy…
If You Buy Just One Bond, Buy The German Bund…
Supply- And Demand-Driven Inflation: Elevated But Easing…
On The Mixed Signals From Chinese Trade Data…
A Dovish RBA Rate Hike
A…
US SLOOS: Lending Conditions Tighten Further In Q3…
The Eurozone's Disinflationary Impulse Is Broadening…
The Eurozone’s inflation will continue to slow over the coming months. While this trend will help Bund prices, will it boost the appeal of European equities?