Trade / BOP
In this report, we dissect which markets have broken out and which ones have not, and reflect what this entails for our global macro view. Also, we analyze how the S&P 500 has been taking its cues from a change in the inflation trend. Yet, inflation dynamics are complex, and a falling inflation rate does not mean that the inflation menace has been eliminated.
Deciphering The Signal From Singapore’s NODX…
US Supply Chain Diversification Benefits Canada And Mexico…
USD: A Bearish Long-Term Outlook…
In this short weekly report, we review some of the most common questions clients asked us in the last few weeks.
Indonesia: A Passing Opportunity…
The Reflation Indicator And The US Dollar…
Assuming yesterday’s policy rate hike is a sign that Turkey is finally veering towards orthodox economic policies; should investors rush in?
LMEX: What’s Behind The Recent Gains…
Taiwanese Export Orders Underscore Persisting Manufacturing Downturn…