Trade / BOP
Executive Summary Favor ASEAN And The Philippines
Favor ASEAN And The Philippines…
Executive Summary More Chinese Households Intend To Save Than To Invest
More Households Intend To Save Than To Invest…
Executive Summary Economic Growth in Q2 Will Be Much Softer
Economic Growth In Q2 Will Be Much Softer…
Listen to a short summary of this report. Dear Client, In lieu of our weekly report next week, I will be hosting a webcast on Tuesday with my colleague Mathieu Savary, Chief European Strategist, on the implications of stagflation on…
Executive Summary The Declining Value Of An Old Friendship
Indo-Russian Relations: Quo Vadis…
Executive Summary After having overspent on goods ex-autos over the past two years and experiencing contracting incomes in real terms, US and European households will reduce their purchases of goods ex-autos. Risks to global growth stemming from China…
Executive Summary China’s Daily New COVID Cases And City Lockdowns, 2020 To Present
China's Daily New COVID Cases And City Lockdowns, 2020 To Present…
Listen to a short summary of this report. Executive Summary The Currency And Interest Rates: On A Collision Course?
The Currency And Interest Rates: On A Collision Course…
Executive Summary The Ukraine war reinforces our key view that commodity producers will use their geopolitical leverage this year. The market is growing complacent again about Russian risks. Iran is part of the same dynamic. If US-Iran talks fail, as we…
Executive Summary Petrocurrencies Have Lagged Terms Of Trade
Petrocurrencies Have Lagged Terms Of Trade…