November Economic Update: Trading the positives
Whether it’s US-China trade or Brexit, the political newsflow has taken a tentative turn for the better over recent weeks. But it may be too soon to…
Markets rallied earlier this week on signals that a de-escalation of the trade war is in the making. But risks are still tilted to the downside
Three interest rate cuts and easing trade tensions have calmed fears about a potential US recession, but we think the market's reaction is excessive.…
With 0.2% growth quarter-on-quarter, third quarter eurozone GDP growth came in better than expected. However, the economy continues to decelerate and it…
The Brexit outlook looks very uncertain, regardless of who wins the unpredictable general election in December. Under a Conservative majority, fears will…
While the US-China trade dispute is unlikely to be fully resolved next year, 5G infrastructure and services will be a new growth engine for China's…
Japan is now heading into a period where data will cease to have much meaning. It will be some months before we can see how it has weathered the latest…
The dollar had its worst month of the year in October, selling off by close to 2%. It is tempting to call this the top, but even if it is, the case for a…
The market is sniffing a reduced recession risk. The comfort blanket of consecutive rate cuts by the Fed has helped. But the catalyst for change has come…
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