In case you missed it: Meetings and deadlines

US: Proving the doubters wrong

The US economy slowed by less than feared in 4Q18 with investment picking up some of the slack. With the government shutdown over and a better backdrop…

What next for Brexit with 30 days to go

The threat of a Brexit delay puts pressure on Brexiteers to rally behind the Prime Minister's deal, although we still think Theresa May faces an…

China: What to expect from the Two Sessions

China’s biggest political meetings of the year, the so-called Two Sessions, kick off over the weekend, with the focus centred mainly on the…

ECB preview: Trying not to get lost in transition

Confidence indicators are still falling but there is some bottoming out in sight. With that in mind, the ECB will have to balance between pre-emptive…

Fed pause, lower FX volatility and the carry trade

FX volatility is sinking to the lowest levels seen since last spring. This is generating higher risk-adjusted returns and favouring FX carry trade…

Delaying Brexit: What does it mean for the economy and markets?

With time running out, it looks increasingly likely that the 29 March Brexit date will need to be pushed back. But there's a big question about how…

New Money III: Why the crypto debate is far from over

One clear example of “New Money” is cryptocurrency, which fits into the broader category of crypto-assets. The market suffered huge losses…