US Dollar
Listen to a short summary of this report. Executive Summary The Euro And The Chinese Credit Impulse
The Euro And The Chinese Credit Impulse…
Counterpoint’s August schedule: Next week, I am travelling to see clients in Australia, New Zealand, and Singapore, so we will send you a report on China’s 20th National Party Congress written by our Chief Geopolitical Strategist, Matt Gertken. Given that the outlook for the $100 trillion Chinese…
Listen to a short summary of this report. Executive Summary The Dollar Rises During Recessions
How Deep A Recession Is The Dollar Pricing In…
Executive Summary Dollar Still The Largest Global Reserve Currency
Dollar Still Dominating Global Reserves…
In lieu of next week’s report, I will host the monthly Counterpoint Webcast on Monday, July 25. Please mark the date in your calendar, and I do hope you can join. Executive Summary Central banks face a ‘Sophie’s choice’. Inflation at 2 percent, or full employment? If they choose inflation at 2…
Executive Summary The Dollar And Volatility
The Dollar And Volatility…
Executive Summary Buying a home is now more expensive than renting in many parts of the world. In the US and UK, disappearing homebuyers combined with a flood of home-sellers will weigh on home prices over the next 6-12 months. Falling employment and falling house prices risk becoming a self-…
In this <i>Strategy Outlook</i>, we present the major investment themes and views we see playing out for the rest of the year and beyond.
Highlights We now recommend that investors maintain a neutral stance towards stocks versus bonds in a global multi-asset portfolio. We also recommend that investors increase their allocation to government bonds within a global fixed income portfolio (to overweight), at the expense of corporate…
Executive Summary There has never been a modern era recession or sharp slowdown in which the oil price did not collapse. In a recession, the massive destruction of oil demand always overwhelms a tight supply. Across the last six recessions, the median collapse in the oil price was -60 percent…