Dazi USA sul settore farmaceutico: ecco le nostre 4 previsioni
Se si opterà per un dazio del 25%, stimiamo un amento dei prezzi graduale del 10-14%
Falling real US incomes raise doubts about the outlook for spending and…
Falling real household disposable income is a worrying trend, which poses downside risks for growth and will accelerate inflations path towards 2%
Key events in developed markets next week
All eyes will be on the US next week with the release of CPI and PPI. Second-quarter GDP for the UK comes out on Friday
US payrolls remain key, but markets are starting to perceive the labour cost story as less threatening
There is a thread running between the three crises being felt in the US right now
The Commodities Feed: US Fed pressure weighs on the commodities complex
Asia morning bites
Conditions for EM Asia getting less supportive
La siccità del Reno mostra perché il commercio deve adattarsi al clima che…
Ora la siccità rallenta l’economia tedesca
Eurozona, giù le vendite al dettaglio: i consumi restano il punto debole
Macro and markets divorce
Shortages set to affect goods prices globally, but maybe not for long
Inflation dominates market outlook
Asia poised to react to US inflation numbers
The end (of the year) is nigh
Broad market trends look set to continue into the year-end but there are some potential trip hazards ahead
Round and round and round she goes...
...where equities will stop, nobody knows...
China trade
