Four calls for Trump's pharmaceutical tariffs
If the instituted tariff is 25%, we believe prices for US consumers will gradually rise by 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
Watch: Surging fuel prices and the new eurozone split
Italian inflation inches up in May on rising energy pressures
THINK Ahead: Deal done, hikes axed? Not exactly
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
