US: A test of 'patience'
'Cross-currents' have led the Federal Reserve to adopt a more 'patient', data dependent approach to monetary policy for 2019. While the…
Trade: A turn for the better
A trade deal between the US and China is looking closer than ever, but the next few weeks will be far from easy for the negotiators on either side. But…
Eurozone: A sense of stabilisation
Sentiment indicators, which had been falling since the start of 2018 are finally stabilising, but with growth expectations scaled back and inflation still…
The UK Prime Minister faces an uphill struggle to get her deal approved by Parliament. That means an extension to the Article 50 negotiating period now…
China’s government has provided a set of targets for 2019, and it appears the government is relying a lot more on fiscal stimulus rather than…
FX: Dollar against the low yielders
Japan: Old style
Rates: Ultra-low Bund yield rationalised by angst