Fed Rate Pause in View
A Fed pause, if not a peak, may be coming into view. Financial conditions in the US are tightening up, and the Fed Chair and Vice Chair expressed...
454 Views
A Grimmer View on Global Risks Boosting the Dollar
The market appears to be taking a grimmer view of big global risk factors (Brexit, Italy, Chinese economy, and US trade policy). The relative...
409 Views
Recession Watch: Asian Trade Set To Collapse? Markets Need China Easing Or Still Weaker Currencies
Backdrop of plunging Global Liquidity is killing this bull market and causing risk appetite to crater Chinese and regional Asian economies far...
488 Views
Asia-Pac FX Valuations Special: Overweight IDR, INR, PKR Versus THB, KRW, TWD - Model* Portfolio
Currencies globally have seen significant turbulence this year - and the Asia-Pac region is certainly no exception. We cut through recent...
639 Views
Weekly Global Liquidity Data Show Big Drop In US Fed Injections
Latest Weekly Global Liquidity data highlight 17.5% annualised skid lower in US Fed activity Global Liquidity injections by major Central Banks...
524 Views