South Africa: Rand Depreciation and Underperformance
1. ZAR outright swaps expected to be paid, with a stabilization of the curve: ZAR outright swaps 2 & 5y should be paid by 135bps to...
611 Views
Global Equity Strategy: Where to Hide Outside the U.S.
The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...
625 Views
Emerging Markets Equities: Resume of the Bullish Trend Started in 2016, Indonesia to Outperform.
1. Emerging Markets equities and CDS suggest a new risk-on sequence: EM stock index benchmark is on intervention levels for a new rise back and...
145 Views
Is The World Economy Slowing?
Latest May PMI data highlights a growth hiccup. This has been worryingly foreshadowed over the past six months by skidding levels of Global...
140 Views
Agghhh.. Tighter Central Banks, Wobbly China!
Not great news? Two recent sets of data ought to makes investors re-assess risks: (1) the CrossBorder Capital weekly track of major Central Bank QE...
295 Views