Global Equity Strategy: Market Deterioration Continues; Cyclical & Growth Sectors Breaking Down
In our October International Strategy, we provide a synopsis on current market conditions around the globe, and explore the following themes in...
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Getting to a New Cold War-I: Trade Tension and the Continuing Challenge of Capital Flight
We do not view US Vice President Pence's 4th October speech as heralding the start of a new Cold War, as its adversarial content about China's...
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Xi Jinping -- The Last Communist Leader of China?
After the biggest monetary expansion in world history (China: Globalizing Its Imbalances, Part I: Monetary), China is extremely fragile...
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China Can't Afford the Widening Conflict with the US: RMB's Fall Is Thin End of a Strategic Wedge
With FAI (fixed asset investment) up just 6.1% YoY in Jan-May 2018 (the slowest in 22 years), China cut banks' RRR for the second time in 10 weeks....
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Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
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