Toxic Cocktail
Increasing Systemic Risks:Events are moving quickly and the fluidity of this pandemic has created a destructive amount of market volatility,...
510 Views
Global Stall Speed Growth
Massive central bank liquidity and fiscal stimulus came rushing in to stabilize the global economy in 2019, and should continue in 2020. However,...
595 Views
Risks In Leveraged Lending Skyrocketing - Watch For The Big Offload
The sell-off in 2H18 credit markets was widespread due to global slowdown fears and nearly culminated with Jefferies (JEF) in a Lehman-style event....
541 Views
China Auto Market H1 Review- Decoupling of Auto Sales and Consumer Discretionary Consumption
A prolonged decline in new car sales obviously hurts China’s manufacturing sector and is a drag on GDP growth. But the data above does not imply a...
644 Views
May U.S. Auto Demand: 17.4m Unit SAAR Reflects Rising Incentives over Memorial Day Weekend
Light Vehicle SAAR in May came in at 17.4m units (+6.1% MoM, +1.2% YoY) which was stronger than consensus expectations. YTD average SAAR remains...
720 Views