In case you missed It: Trade tensions mount

The US stepped up its trade war with China this week, Britain's Brexit plan was rejected in Salzburg and another Nafta deadline came and went without a deal. We look at the implications for global markets. Plus, reflections on two rate decisions, musings on the Brazilian election and a special report on growing disillusion in Europe's housing market

In this bundle

United States

Trade & Tariffs - implications for the Fed

The intensifying trade war will impact both US inflation and growth. How will the Federal Reserve respond?

What lies beneath Asian currencies pain?

What lies beneath Asian currencies pain?

The China-US trade spat, higher oil prices, a hawkish Fed and an appreciating dollar have had almost all emerging market currencies heading for cover. But…

Canada

United States

Nafta: Is a handshake imminent?

Nafta negotiations are set to resume today between the US and Canada, with the aim of striking a deal by the end of the week. Time is running out to…

and

Switzerland

Swiss National Bank: Extremely cautious as risks increase

The central bank kept rates on hold at its September meeting and appears to be really cautious signalling a dovish monetary policy over the coming years

Norway

Norges Bank raises rates, but signals a more cautious stance

While the central bank hiked rates to 0.75%, as expected, an unexpected downward shift in the forecast for future interest rates suggests policy-makers…

Brazil

Brazil: The presidential race narrows

The likely outcome of the presidential election has narrowed considerably, but Brazil’s post-election economic policy outlook remains highly…

eZonomics

Disillusion mounts in Europe’s housing market

Most Europeans expect house prices to increase further over the next twelve months, reducing affordability and leaving many young people feeling shut out…