EM - Back to the Future with the Fragile 10
In line with previous reports such as This Time Is Not Different: The Seeds of the Next Crisis Are Being Sown and Asia Calling: Dollar Rally Set to...
433 Views
Strident US Trade Policy Supporting the USD
There are a few different themes to wrap your head around in the FX market. We started today looking into trade rhetoric and its impact on...
180 Views
The Two Charts That Every Asian Investor Should Know About
Things are changing fast. Singapore’s Lee Kwan Yew wisely observed that China is not just the largest economy in the World: it is the largest...
570 Views
EUR Hits a New Low for 2018, Emerging Markets Under-Perform
In recent weeks, EM has significantly underperformed the US and other major markets across currency, bond and equity markets. Several...
148 Views
The US/China Relationship: Investors Complacent Despite Irreconcilable Differences
By confronting Beijing over the US deficit in bilateral trade, President Trump has opened a Pandora’s Box of grievances concerning the broader...
238 Views