Policy
The Surge In Chinese Exports Is Likely Unsustainable…
Private Equity & Sports…
The undercurrents of global financial markets signal deteriorating global growth conditions. There is little cash on the sidelines in the US, the Euro Area, and Japan. If the budding bear market resembles the 2000-2003 one, EM stock prices are unlikely to outperform global equities in the initial leg but could outperform in the latter stage of the global selloff.
Chinese Deflation Pressures Worsened In August…
The ECB Will Cut Rates This Week; The Next One Is More Likely To Come In December Than October…
Bifurcated Demand For Semiconductors…
European Asset Returns Post Carry Trade Unwinding…
This report looks at the latest developments in G10 economies and implications for bond and FX market strategy.
August Payrolls Presage Higher Unemployment Rate…
25 Or 50 Bps?
25 Or 50 Bps…