China: Mapping potential tariff adjustments into RMB movements
■ With inflation running high in the US, rolling back some of the tariffs imposed by former President Trump on… »
Global Markets Daily: China – Have interest rates bottomed?
■ The Chinese economy slowed dramatically in April amid Covid outbreaks and restrictions under the country’s zero-Covid policy. The PBOC… »
Turning neutral on DM equities
• We cut developed market (DM) equities to neutral on a risk of the Fed talking itself into overtightening policy… »
Why we still prefer stocks over bonds
·We recently cut risk, but stick with stocks over bonds for now. Equity prices now reflect much of the worsening… »
Aero Titans Boeing and Airbus: Who Will Seize the Day?
The venerable 105-year-old Boeing Company has been locked in competition with 21-year-old Airbus SE, which was born from the culmination… »
A rebalancing act to reduce risk
• We slightly reduce risk on a worsening macro outlook. We upgrade European government bonds and investment grade credit, and… »
Is the World Deglobalizing, Slowbalizing or Newbalizing?
Many commentators expect the world to deglobalize following the US-China trade war, the pandemic, and the invasion of Ukraine. We… »
The Wide Angle : Russia’s war and global banking
Russia’s war on Ukraine could be a game changer for global banking. European banks are in the front row, whether… »
Global Business Crowdlending Market will top $290bn in 2023
The global crowdlending industry has grown dramatically over the past decade, particularly in the business sector. This method of raising… »
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