Rates: Tox-tail soup
It does not take much to coax market rates lower. Re-heat a US-China trade war, add a pinch of US impeachment concern, toss in another UK vote on Brexit…
Japan: Smoothly does it
So far, Japan’s consumption tax hike seems to have gone down far more smoothly than its previous equivalents in terms of both GDP growth and…
China: How alarming is the default risk?
We have seen default cases rising in China's bond market. But is it really a bad thing?
Markets are primed for a Conservative majority when UK voters head to the ballot box. But a week is a long time in politics, and a hung parliament…
There are gradually more signs that the eurozone economy is bottoming out after a deceleration that started in January 2018. However, for the time being,…
USD: A different kind of decline
US: As good as it gets?
December Economic Update: Avoiding Hard Choices
THINK Ahead: Are rate hikes pointless?
Lagarde keeps the door open for further ECB rate hikes
Bank of England poised for July rate hike on energy spike
Rates: Why EU angst is prompting talk of topping out
FX: Patiently waiting on the peak
China: Rough seas in 2019
Japan: Ready to bounce back
Eurozone: Diminishing expectations
While the eurozone’s third-quarter growth was negatively affected by special factors, the rebound in the fourth quarter has so far been rather…
