The global economy continues to drift, but October looks set to be a month of political action that could cause a stir in financial markets. From trade…
The latest economic and political newsflow highlight the divides in the US. Presidential impeachment hearings are set to go ahead so there is little…
Forward-looking indicators like new orders and hiring intentions point to a further growth slowdown in the coming months, although strong real money…
The massive gulf between the UK and the EU on the Irish backstop mean chances of a revised deal this month are slim. Failure to get an agreement approved…
The 70th anniversary of the People’s Republic of China came against the difficult backdrop of the trade war, protests in Hong Kong, swine fever and…
After all the speculation, Japan’s government has imposed the consumption tax hike. The coming months will be heavily distorted by this and it may…
Having proven to be the strongest G10 currency over the third quarter, the dollar should also perform well in 4Q. Keeping the dollar bid are familiar…
We get accustomed to extreme levels as we hit them, but a 1.5% US 10-year inflation break-even and a practically zero 10yr real rate is worth paying…
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