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Investors have given a major vote of confidence to the Chinese market. Over 80% of global investors now plan to increase their allocation to Chinese investments either “significantly or moderately”…
Mario Draghi will be remembered for doing “whatever it takes” and, on many accounts, the outgoing ECB President’s tenure was a success. Savers have been ‘punished’, but the unemployment rate…
The payroll report was perfect for equities: stronger than expected jobs growth and sizeable upward revisions, but still no wage inflation. The Fed may have adopted a more hawkish stance,…
The survey data suggests China is struggling: the NBS PMIs were poor for October across manufacturing and non-manufacturing. It is easy to see that a combination of trade fights and…
Energy deflation will prolong the economic upswing underway in the global economy. Technology is driving down the costs of renewables quickly: this will be a powerful stimulus for many countries…
The rally in equities of recent months is not a simple by-product of lower interest rates. The resilience of the US economy in the face of persistent, so-called ‘global, macro…
