December Economic Update:Prepare to be disappointed in 2020
After a turbulent year, financial markets are ending 2019 in a positive mood. But with trade tensions building once again and the major economics…
Financial markets remain in a positive mood, but with the headlines on trade looking less encouraging and the global backdrop and strong dollar acting as…
There are gradually more signs that the eurozone economy is bottoming out after a deceleration that started in January 2018. However, for the time being,…
Markets are primed for a Conservative majority when UK voters head to the ballot box. But a week is a long time in politics, and a hung parliament…
We have seen default cases rising in China's bond market. But is it really a bad thing?
So far, Japan’s consumption tax hike seems to have gone down far more smoothly than its previous equivalents in terms of both GDP growth and…
The end of US exceptionalism is sparking calls for a weaker dollar in 2020. We think the dollar decline will be far more differentiated than broad-based.…
For months now, market sentiment around a phase one US-China trade deal has flitted between optimism and pessimism. Last month, the optimistic mood…
It does not take much to coax market rates lower. Re-heat a US-China trade war, add a pinch of US impeachment concern, toss in another UK vote on Brexit…
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