May economic update: Just when things were looking up
Just as pockets of optimism had begun to emerge in the global economy, trade tensions are back, though we still think a US-China trade deal remains…
Just as pockets of optimism had begun to emerge in the global economy, trade tensions are back. President Trump has taken the trade war a step further…
Despite the ongoing uncertainty, the US economy continues to prove the doubters wrong. 1Q GDP outperformed, jobs growth remains strong, consumer optimism…
Despite some better first-quarter growth figures, we don't think this marks the start of a new upward trend in economic activity. Throw in the fact…
There are good reasons to think that the Brexit deadlock won’t be broken before the new October Article 50 deadline. Cross-party talks don’t…
Stronger-than-expected Chinese growth, coupled with fiscal and monetary firepower, will help authorities in trade negotiations as the tariff battle goes…
In Japan, the macro picture paints a bit of a muddy picture. Both investment and net trade don't really help us much with the outlook for the rest of…
May is typically a bad month for EUR/USD. 1.10 looks the target this summer as US data holds up well and the ECB contemplates the signals it wants to send…
While risk assets have rallied off earlier lows, the US 10-year yield has not managed to budge much from the 2.5% area. However, the positive macro-story…
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