More Tariffs ,More Growth, and More Hikes
The news on job growth in the August employment report was mixed. On the positive
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Chinese Caixin manufacturing PMI modestly lower in August
China’s Caixin manufacturing PMI edged down 0.2pp to 50.6 in August, slightly below market
US and Mexico Reach NAFTA Deal
US and Mexican negotiators have reached a “preliminary agreement in principle” on NAFTA. The deal
View Behind Powell’s Jackson Hole Speech
In the Jackson Hole speech last Friday, Fed Chairman Powell made reference to an important
CNY countercyclical factor is re-activated
CFETS (a sub-institution of the PBOC) said in a statement that since August most banks
FOMC Minutes Indicate Balanced Assessment of Risks, Possibly September Hike
The minutes of the July-August FOMC contained a strong assessment of growth, expressed “increased confidence”
Here’s How a Trade War Between the U.S. and China Could Get Ugly
For months, financial markets have been bracing for President Donald Trump to follow through with
Xiaomi Makes Its Trading Debut on the Defensive
It was hailed as the biggest and most important Chinese technology debut in years. Instead, Xiaomi
Decomposing the ECB’s ‘forward guidance’: Shifts and twists
At present, circumstances dictate that ‘forward guidance’ is the ECB’s main policy instrument.We argue that
Want to Win the Trade War? Long the Dollar
Trade wars are good, and easy to win — that’s a Donald Trump assertion which