Quant Signals: Central Bank Sentiment Indicators
Our updated state-of-the-art Central Bank Sentiment indicators are flagging important changes in communication dynamics since the beginning of the...
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Dominant Dollar (Part 1): Strong Greenback Deters EM Equities
The strong dollar post-Fed rate pause in July 2023 benefits US economy but hurts export-focused businesses and emerging nations' current account...
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Business Cycle Watch – What to buy if manufacturing keeps surprising to the upside?
Hello everyone, and welcome to a short and sweet look at the current business cycle, what to expect, and which assets to buy ahead of what could...
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Philippines Policy Rate 6.5% (consensus 6.5%) in May-24
The BSP maintained its policy rate at 6.5%, aligning with the consensus forecast, reflecting a balanced approach amid persistent inflationary...
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The Latest CPI Release Teases Markets
The April CPI inflation data, while improving market risk appetite, fails to resolve the continuing debate on the Fed and balance of risks...
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