Japan has reemerged as a feasible investment these last years, but is the driving force of this performance ebbing, as China returns to the table? A look at the relative winners and losers if China in fact is returning. To read the full article, sign up for a 14-day...
The US CPI report came in hotter than expected yesterday, and today’s news on Japanese wage negotiations give the BoJ another reason to tweak the policy rate. Read about the 5 things that we watch this week here. To read the full article, sign up for a 14-day FREE...
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It feels reminiscent of early 2021 in many ways with a very hated rally that keeps getting liquidity fuel. Central banks remain biased towards easing and will allow the economy to reflate with liquidity. To read the full article, sign up for a 14-day FREE trial of the...
As indicators point to pro-cyclical US manufacturing trends, emerging markets are poised to catch the wave of economic momentum. We take a closer look at EM sensitivities and potentialities in this early tide. To read the full article, sign up for a 14-day FREE trial...
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