Global Leading Indicators: Wake-up call

  • Trump’s tactics turn investor focus from Goldilocks to a slowing world economy
  • Macro momentum lacklustre as the US cools, PBoC balance sheet shrinks
  • EM green shoots under threat from prolonged trade war, strong dollar
  • Equities catching down with bond yields, choppy markets here to stay

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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