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The technicalities from the FOMC minutes were more important than the taper reference. This Fed can take more control of the front end if they wish to. We…
The coronavirus pandemic may have started here in Asia, but are there any aspects in which Asia is faring better than elsewhere? The short answer is…
By Robert Carnell
If it looks like a duck, walks like a duck and quacks like a duck, then it probably is a duck. The World Health Organization (WHO) is holding back from…
The spread of Covid-19 outside China, and now outside Asia, is a game-changer for markets, which has seen US Treasury yields and stocks tumble.
Hong Kong looks set to follow Singapore's footsteps as it unveils a big stimulus to combat the impact of the epidemic. India may come out with yet…
Talk of accommodating a modest overshoot of inflation provides comfort to risk asset markets - despite mixed news on Covid-19
In an FX market priced for secular stagnation, our call for 2020 is to identify undervalued currencies able to hold their own against the dollar –…
Second-guessing mutually acceptable deal scenarios for Presidents Trump and Xi has proved to be impossible in 2019. And overlaying a 2020 FX outlook on a…
