Trade / BOP
The unwind of yen carry trades caused violent tremors across the globe. Was this shock a one-off event or the prelude to more troubles?
Global Growth Lacks An Upward Inflection Point…
As Trump’s victory odds rise, the underperformance of European equities deepens. How negative would a global trade war be for European assets?
The real threat to European equities is growth, not political risk. How low will Eurozone earnings fall during the coming recession and how much will equities decline in response?
The Philippines: Can Rate Hikes Stop The Peso Slide…
Does the incipient slowdown in European data herald a soft landing and a goldilocks period for equities? We have our doubts.
Global PMIs Reveal International Trade Flows Deteriorated In June…
From Which Chinese PMI Should Investors Take Their Cue…
How To Navigate A Canadian Recession…
Weak Yen Boosted Japan's Exports, Not Global Demand…