January 18, 2021 Dollar – Diversification, rotation and valuations Global Economics, Asia FX, UK Economics, Emerging Markets, US Olivier Desbarres ( 13 mins) Media and analyst reports focussing on the scope for further US Dollar weakness and Emerging Market currency outperformance have continued... Read More...
November 20, 2020 How independently do financier think? Polls, Global Economics, Others ( 2 mins) Yesterday, we released the results of our markets survey (see below). Typically, a respondent will compare his/her responses against those of the masses in... Read More...
December 2, 2020 Emerging Market currencies: Hopes and Realities Big Picture, Global FX, Global Economics, Emerging Markets editorial Olivier Desbarres ( 17 mins) Media coverage of Emerging Market currencies tends to oscillate between the very bearish and very bullish, with little differentiation between... Read More...
July 1, 2020 Risk aversion, not panic, in face of uncertainty Big Picture, Global FX, Global Economics ( 18 mins) Major currencies, equity markets and the price of crude oil since 8th June – the cycle low in the US... Read More...
July 13, 2020 Major economies & currencies – What to look out for and why it matters Big Picture, Global FX, Global Economics Olivier Desbarres ( 13 mins) Price action in major currencies was again subdued last week. With few tier-one macro data releases for markets to trade... Read More...
June 5, 2020 Shape of Recovery: Square Root & Hockey Stick Big Picture, Global Economics ( 17 mins) While GDP data for Q1 are now “old” and seemingly of limited use, it makes little sense to forecast global... Read More...
July 8, 2020 Comment: Money talks Global Economics, Macro editorial Russell Jones ( 9 mins) Monetary growth has accelerated, prompting inflation warnings from Monetarists The pick-up reflects extraordinary policy interventions in response to the... Read More...
June 23, 2020 Comment: Forgive us our debts … Global Economics, Macro debt forgiveness, editorial Russell Jones ( 12 mins) Total global debt has continued to burgeon in the ten years since the Financial Crisis. The COVID-19 pandemic stands... Read More...
May 21, 2020 Lessons learnt from Q1 collapse in global GDP Big Picture, Global Economics Global GDP Olivier Desbarres ( 8 mins) Global GDP growth, in year-on-year terms, slowed to -2.7% in Q12020 from +3.1% in Q4 2019 and in quarter-on-quarter terms... Read More...
April 1, 2020 Update On Strategies For The Coronavirus World Global Economics, Investment Strategies covid-19 Alan Brazil ( 15 mins) Hi. I hope all of you and your families are well and have found something to binge-watch. <!-- /wp:paragraph... Read More...
