Trade / BOP
This week, we cover the main questions we fielded during our latest client trip in Europe. Among the many topics broached are Europe’s recession odds, the impact of China’s stimulus, and the outlook for European markets.
Which Supply-Side Oil Market Crosscurrent Will Prevail…
Global Manufacturing PMI Contraction Worsens…
Early Signs Of A Global Growth Relapse In September…
Semis Distort The Message From Global Growth Indicators…
The Surge In Chinese Exports Is Likely Unsustainable…
Could Trump Use 1980s Solutions For A 2020s Trade Dispute…
In this report, we gauge the reasons behind the persistently weak Norwegian krone, despite what appears to be benign domestic economic conditions.
Fade Indonesian Stocks In Absolute Terms…
China missed the chance to change course on economic policy and now it faces rising social instability and western protectionism. This policy approach implies it is not afraid of escalating strategic conflicts in East Asia. Investors should continue to underweight Greater Chinese assets. Any US-China détente will come later rather than sooner.