Regulation
Executive Summary The US inflation surprise increases the odds of both congressional gridlock and recession, which increases uncertainty over US leadership past 2024 and reduces the US’s ability to lower tensions with China and Iran. Despite the mainstream media narrative, the Xi-…
Executive Summary Liquidity Will Shrink Further In Hong Kong
Liquidity Will Shrink Further In Hong Kong…
Executive Summary Liquidity Will Shrink Further In Hong Kong
Liquidity Will Shrink Further In Hong Kong…
Executive Summary Dollar Still The Largest Global Reserve Currency
Dollar Still Dominating Global Reserves…
Executive Summary Rebounding Chinese Auto Sales
Chinese Infrastructure Investment Growth: A Slowdown Ahead…
Executive Summary Autocracy Hurts Productivity
Autocracy Hurts Productivity…
Executive Summary Major EM’s Defense Spends Will Be Comparable To That Of Developed Countries
Beware EMs That Borrow Too Much Or Wage War…
Executive Summary Failure Of Iran Deal Tightens Oil Supply
Failure Of Iran Deal Tights Oil Supply…
Executive Summary Chinese Onshore Stocks Are Less Impacted By External Factors
Upgrading Chinese Onshore Stocks To Neutral…
Executive Summary Brazil: Are Political & Macro Risks Priced-In?
Brazil: The Road To Elections Won't Be Paved With Good Intentions…