Singapore: Lawrence Wong Boosted by Mild Improvement in PAP Vote Share
​PM Lawrence Wong led PAP to a bigger victory, winning 87 of 97 seats and 65.6% of votes, giving him a stronger mandate for policy-making. WP (a...
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Steno Signals #75 – The 2007/2008 Playbook Is Useful Again
The soft landing narrative has seen material tailwinds over the past 6-8 weeks, while the recession narrative is fading fast.
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EM BY EM #16 Counting coppers and rating cuts
As we engage a pivotal juncture between DM rates approaching peak and China on the verge of descending into deflation, EM Macro is subject to...
461 Views
Macro Regime Indicator: PMIs to drive price action together with headline inflation
Every month, we assess the risk/reward in asset allocation via our Macro Regime Indicator framework, where we use our asset allocation model to...
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The British Pound Flirts with a 6-Year High
With consistently high real interest rates (rates above inflation), the Mex has been a standout performer, even ahead of the Swiss Franc.
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