Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we turn long EUR-USD...
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Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
328 Views
TRACKING TRAFFIC/Chinese Express & Logistics:Â Express Price Hike Failed, ASPs Down Again in December
Tracking Traffic/Chinese Express & Logistics is a new research product designed to be the focal point for all of our research on China's...
382 Views
After a Rocky Week for US Foreign Policy Davos and Korea Provide and Opportunity - Will Trump Act?
China: Economy remains very, very strong with solid markets overseas and good growth at home. Large US trade deficit for 2017. Mexico: Reports...
210 Views
Beijing Hubris Risks Policy Error, as Europe Becomes Key For US Yields…
Rising bond yields are reflecting less current inflation than growing evidence of supply side bottlenecks; in December, US truckers saw spot rates...
216 Views