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The Vaccine Matrix: Winners and Losers
30 Nov 2020 - Oliver BrennanFill in the form below to download the full report - The Vaccine Matrix: Winners and Losers, by Oliver Brennan, Managing Director, Macro Strategy. What does the great rotation mean for countries’ economies? Is it simply.
#Eurozone #China #Vaccine #Recovery
Digital RMB - a new type of stimulus
23 Oct 2020 - Rory GreenBoth the Fed and the ECB have grabbed headlines recently with talk of central bank digital currencies (CBDC). But of all CBDC projects currently in the works, it is the one by the People’s Bank of China that is nearest.
#China #Stimulus #People's Bank of China #Digital RMB #Cryptocurrency
China outperformance to continue
08 Oct 2020 - Lawrence BrainardEquites are volatile globally but China is a big outperformer. Looking at rising equity volatilities, we conclude that markets are not ignoring downside risks; the point is that right now, the upside potential and.
#Equities #China #Emerging Markets #MSCI
World Trade momentum
06 Oct 2020 - Konstantinos VenetisMacro momentum is easing but remains positive. Our Global Leading Indicator remains consistent with improving macro momentum, in line with the message from other widely followed high-frequency series like the OECD.
#Equities #China #Bond markets #Commodities #USD
US-China warpaths converge on tech
14 Aug 2020 - Christopher GranvilleIt is no accident that the escalation has concentrated on tech, while financial sector measures have remained relatively restrained for now. All the various strands and sources of US reactions to the rise of China now.
#China #Technology #US Economy
Three reasons markets were ignoring the coronavirus
14 Feb 2020 - Dario PerkinsThe contrast between the awful humanitarian crisis in China and the euphoria in global stock markets had been bordering on the surreal. Every night (London time) the Chinese authorities updated their count of the number.
#China #Covid19 #Stock Market
Green shoots?
04 Dec 2019 - Dario PerkinsInvestor sentiment has shifted in recent weeks. This was certainly the message from the latest BoAML survey – which showed portfolio managers, distinctly less negative about the global economy, suddenly piling into.
#China #Stimulus #Reflation
