Politics is increasingly driving economics, with escalating US-China trade tensions and subsequent ceasefire being a case in point. We believe a trade…
The US economy is experiencing its longest expansion since at least 1854, but the threat of another economically damaging round of tariffs remains high.…
At face value, President Trump and President Xi's side meeting at G20 was positive, but we're not that optimistic. The differences between the two…
The eurozone economy is still desperately seeking guidance and support. Confidence indicators have started to deteriorate again, and a rate cut is now a…
Concerns are growing that a new UK prime minister could pursue a ‘no deal’ Brexit, although we still think parliament would force a general…
The end of 2Q19 delivered a disappointing assessment for Japan in the form of the June Tankan survey. But whilst it fell more than expected, it might just…
The eight-year dollar bull run is showing signs of fatigue – but is not giving up without a fight. We suspect that an escalation in trade tensions…
Bond markets are enjoying the art of the steal. On one side of the balance sheet, core issuers are obligated to return less money than they have been lent…
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