September Economic Update: Getting real on ‘‘no-deal’’
The real-world impact of the failure of politicians to agree on cross-border ‘deals’ is becoming obvious. Financial markets don’t like…
Although later than initially thought, we still expect a deal between the US and China
The headwinds facing the US economy are building, as trade tensions intensify and evidence of global economic weakness spreads. Given this backdrop, we…
The eurozone economy is slowing down and with Brexit and the trade war tensions weighing on confidence, a further deceleration looks likely. If a hard…
A UK election now looks inevitable - the only question now is 'when'. However, the chances of a 'no deal' Brexit on 31 October appear to…
We believe that China has changed its strategy when it comes to the trade war, and that could lead to further market volatility. In terms of economic…
The cyclical slowdown continues to drive global FX trends. Unless we see some material improvement in trade relations, expect pro-cyclical currencies,…
You would think that with all the trouble in Asia spilling over from the US-China trade war, other countries in the region would be doing their very best…
Things are discounted to remain bad, or even get considerably worse, for an extended number of years. A snapshot of current curves rings many alarm bells.…
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