Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
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US Dollar Demand - Fading Appetite
In 2011 the world experienced the best year of demand expansion â in US dollar terms â in any year since the financial crisis, until 2018 that is....
662 Views
Gold Showing the Way
The USD remains mixed, but gold has developed a persistent uptrend. This may reflect underlying weakness in the USD and doubts about the state of...
568 Views
Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
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PBOC and the CNY Job
Over and over again we have commented on Chinaâs FX market as a gauge for health of Chinaâs markets. It is not just due to FX trading and rate...
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