Economy
The Fed’s Inflation Fighting Credibility Is Really On The Line This Year
It Seems Likely Asia Will Have Relative Growth Outperformance
China Is Coming Back Online, And Inflation Proves To Be Far Stickier
High Yield Has Probably The Most Exposure To Economic Growth Of Any Fixed Income Sector Out There
Latin America Is Generally On A Decelerating Path
The Fed, The European Central Bank (ECB) And Most Other Central Banks Have Been Talking Very Hawkishly
The Energy Crisis That Was Anticipated And Feared A Few Months Ago Hasn’t Happened So Far
Data This Morning Confirmed The UK Avoided A Recession At The End Of 2022
David Zahn takes a look at the ECB decision and what does it mean for investors?
Markets Believe That The War Against Inflation Has Already Been Won
While Politicians Are Struggling Analysts Expect Increased Market Volatility
Italian industrial production rebounded in December, beating expectations
China’s loan growth beats consensus but results are unbalanced
Bank of Japan to welcome Kazuo Ueda as its new governor
The Mortgage Market Looks Different Than During The Global Financial Crisis
Participants Are Hungry For More Personalized Solutions
The Recent Economic Data Could Justify A Pause In The Fed Hiking Cycle
Tesla Will Increase Output For 2023, Deliveroo Are Planning To Cut Jobs
UK economy avoids technical recession - for now
Rates Spark: Putting disinflation to the test
Asia Morning Bites - 10.02.2023
Lockheed Is Facing Performance Issues Concerning Some Of Its Products, Which May Hurt Its Results
Credit Suisse Reported Its Biggest Annual Loss Since The 2008, Ukrainian President Is Asking For Help And More Weapons In Brussels
Riksbank hikes by 50bp amid concerns about weak krona
German inflation increases and drops at the same time
Rates Spark: Taking stock of the impact of recent central bank comments
Bank of England: Two data points that will make or break a March rate hike
The Commodities Feed: US oil and product stocks grow
Asia Morning Bites - 09.02.2023
The Fed will likely continue to tighten as planned
US Outlook: Supply-Chain Issues Are Easing
US Outlook: Household Balance Sheets Are Relatively Healthy, And Household Credit Balances Have Been Increasingly Held
Traders Had Become A Little More Defensive On The Expectation Of A Hawkish Shift
Douyin Wants To Enter The Food Delivery Industry
Rates Spark: The range is your friend
India: Reserve Bank hikes and keeps tightening stance
Asia Morning Bites - 08.02.2023
Transforming Energy Sources From Fossil Fuels Will Be One Of The Largest Capital Expenditures In History
Ongoing Economic Weakness Could Certainly Make Next Year Far More Difficult
Even Slower Overall Growth In 2023 Than Was Seen Last Year Is Expected
The RBA Is On A Similar Trajectory To The Fed Now
Hungarian industry surprises on the upside
The Court In Munich Decided In Favor Of BMW
Romanian National Bank preview: time to talk the talk
Riksbank set for 50bp rate hike on weak krona and tight jobs market
Europe Will Be Forced To Run Larger Deficits Including The Fiscal Conservative Germany
The Energy Crisis Remains A Major Risk For Eurozone
Taiwan Has Recently Passed A Law That Will Allow Local Semiconductor Companies To Get Tax Credits
China Has Shown Tentative Signs Of Becoming More Conciliatory Toward The United States
China May Increase Demand For Australian Resources
The Worst Outcomes For Europe In The Wake Of The EU Shutting Itself Off From Cheap Russian Energy Were Thankfully Not Realised
China will be fiscally expanding longer and deeper than normal
Germany’s sudden halt in December is confirmed
Rates Spark: Kicking a bond when it's down
Australia: Reserve Bank hikes and says job not done
Philippines: Inflation blows past expectations to hit 8.7%
Asia Morning Bites - 07.02.2023
US jobs: Should we change our view? - 07.02.2023
Taiwan, China and South Korea Are Major Players In The Chip Manufacturing Industry
US Recession Looks More Probable Today Than At Any Time
The Year Of The Rabbit May Well Require Investors To Be Flexible And Opportunistic
Romanian consumers shrug off pessimism into year-end
Hungarian retail sales suffer from record inflation
Adani Group Company's Crisis Is Gaining Momentum, Finland Is The Happiest Country
Rates: Reasons the upside can be tested
Indonesia: fourth quarter GDP surprises on the upside but growth momentum is fading
Asia Morning Bites - 06.02.2023
Elon Musk Was Found Not Guilty In The Tweets Case
Moment of truth for Central and Eastern Europe
The Bank of Japan faces tough choices ahead of policy normalisation
China’s rebound starts with consumption
Lower gas prices point to a more modest recession in the UK
Key events in EMEA next week - 05.02.2023
Key events in developed markets next week - 05.02.2023
The eurozone’s been saved, in part, by the weather
Definition: Social Inequalities i.e. A Socio-Economic Phenomenon
Difficult Decision Ahead Of The RBA, The Market Expects A 25bp Rate Hike
The UK Economy Expects A Decline And Is Gearing Up For Recession
Domination Of Fast Food Restaurants - McDonaldization
Our view on the major central banks
Easing US inflation fears boost hopes for a Fed rescue
Quick-fire answers to your global economy questions
This could well be a ‘fool’s spring’
US jobs surge catches everyone off-guard
The First Half Of 2023 Looks Like It Will Be Fairly Disinflationary For The Global Economy
China Is Pulling Out All The Stops To Stimulate Economic Growth
The FOMC Is Acting As If It Is Blind To Signs Of Retreating Inflation
Listen: Are we there yet?
Japanese Startup Aerwins Technologies Will Be On NASDAQ
French industrial production continues to catch up
Asia Morning Bites - 03.02.2023
Rates Spark: What really happened yesterday and will it reverse?
Singapore: December retail sales rise by 7.4%
Czech National Bank Review: Rates higher for longer
EUR/USD: Looking beyond the market’s trust issues with the Fed and ECB
Credit squeezing into central banks – what next?
ECB press conference brings more fog than clarity
Bank of England hikes by 50bp but hints at tightening cycle nearing its end
The ECB Interest Rate Hike Of 50bp Has Already Been Taken Into Account Investors Await Guidance About March Meeting
