Charles Dumas and Rory Green assess the decline in trade volumes. They support a long-running theme, specifically that trade war is shifting supply chains and accelerating the world splitting into trade blocs.
Eleanor Olcott has gone into the fine detail of Chinese and US protectionist legislation.
As we forecast the Fed announced the end of its QT programme at their meeting on 20 March.
Tech firms in Shenzhen and Silicon Valley will be profoundly affected by two pieces of legislation that passed through Congress last year, known by their acronyms as ECRA and FIRRMA.
This week’s talks in Washington, will not end the trade war, argues Eleanor Olcott. Instead they will reveal a pathway to a patchwork deal that will fall short of US aims.
Following on from our long standing above consensus optimism about both the sustainability of the synchronised global growth cycle & markets more generally, my colleague Dario Perkins considers below the risks to this rosy scenario of higher real yields...
We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.READ MORE