US decision on Iran bringing forward a heavy calendar of geopolitical risks
President Trump announced that he will withdraw on the Iranian nuclear deal today. President Trump’s
JT’s Insights
JT’s Insights
May FOMC in our view, Firmer Inflation, Stronger Consensus
As widely expected, the FOMC left the funds rate target range unchanged at 1.50-1.75% at
Brexit and UK politics
In our view, Brexit is a political decision with an economic cost: it will hamper
PBOC sends mildly dovish signal with a targeted RRR cut
Effective Apr 25, PBOC announced an RRR cut of 1 percent for qualified banks, including
European Views: Missing wage growth and ECB policy
Euro area wage growth has been unusually weak in recent years.Despite falls in the unemployment
Russia is still showing “value”
Rising volatility is certainly a theme of 2018, and perhaps more so in Russia than
Finally, Chinese proposed tariffs target US soybeans
April 4, China announced tariffs of 25% on certain US imports in response to yesterday’s
State council meeting announced tax cuts and Central committee for deepening reforms held its first meeting
Prime Minister Li held a state council meeting a few days ago and President Xi
White House Announcement on China-Focused Tariffs Slightly Less Negative
President Trump announced that $60bn in goods would be targeted, though White House staff indicated
Vladimir Putin re-elected, focus shifts on the future economic policy of Russia
As widely expected, President Vladimir Putin was re-elected for a second consecutive presidential term of