What the U.S lacks in Eurovision, they make up for during the Democratic National Convention. But in the midst of the media-mayhem, were we robbed of economic policy? To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan....
When Trump introduced his first round of trade tariffs on China in 2018, market participants simply shifted trade to route their products through a third country before shipping them to the US. This has continued through the Biden administration, and regardless of who...
In a relatively quiet data week, we are on revisions watch. The second release of the US GDP report from the second quarter is out, and with the cat out of the bag the revisions will be heavily scrutinized. To read the full article, sign up for a 14-day FREE trial of...
As we have been addressing over the course of the summer, the economic outlook for China appears very bleak. Take retail sales, for instance, which are 9% weaker than their pre-pandemic trend. The Chinese are ramping up exports from state-subsidized enterprises to...
The very late-cyclical pattern of a hawkish BoJ paired with a dovish Fed is now visible to everyone. How far will it take USDJPY lower, and will it pull the rug from under cross-asset markets? To read the full article, sign up for a 14-day FREE trial of the Basic,...
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