US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
388 Views
China - Growth Must Be Fantastic to Support Loan Payments
We all intuitively understand the concept of economic growth and keeping current with debt. But where so many commentators continue to proclaim...
292 Views
Early PMI Reading Before Official June 1 Release
While it is built up on leverage which is built upon leverage which is built upon even more leverage, there is strong evidence that the real...
388 Views
Global Macro Take: WK 21 – The Fed To Hike Over The Next 3 Meetings [Jun 15, Jul 27, Sep 21]
Probably the next most important thing is actually not the Brexit, but the next few Fed hikes Whilst Jun is live, I think Jul or Sep are more...
270 Views
Be Prepared for a Stronger Dollar in 2nd Half
This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2....
305 Views