April Economic Update: Cheer up! The gloom is mostly set to fade
A sense of gloom has been hanging over markets for the past few months. However, the situation may already be starting to improve with progress on…
An inverted US yield curve signals a clear fear of recession with financial markets fully pricing Federal Reserve interest rate cuts. Are things really…
First-quarter Eurozone growth was weak, but March data seems to suggest a rebound is in the offing. With improving consumer sentiment and international…
Nobody knows for sure where Brexit will take us over coming days, but PM May has written to the EU requesting an extension until 30 June 2019. All this…
China’s fiscal stimulus has begun to work. Manufacturing PMI showed activity expanded in March. We believe this is in large part because of the…
Japan’s economy continues to disappoint on both growth and inflation, though the latter presents few genuine problems except presentational for the…
Unless eurozone growth can prompt a re-rating of European equities or longer-tenor debt spreads move substantially against the dollar, it's hard to…
The markets see a US rate cut as probable, but if the next move in the Fed funds rate is down, then history also shows that the 10-year can trade 25-50bp…
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