Blogs - trade war

Our blog page showcases our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.

China focuses on increasing gas output in an era of trade wars

13 Feb 2020 - Stephen O'Sullivan

  Faced with rising gas demand – albeit now rising at a slower pace - China has been seeking to boost domestic gas production to stem its growing dependency on imports. Given the ongoing trade war with the US, energy.

#Trade War #Stephen O'Sullivan #China gas #Gas market #LNG #Oil & Gas #PetroChina

The Folly Of Inflation Targets

31 Oct 2019 - Charles Dumas/Steven Blitz

As part of our Global Fractures series, Charles Dumas, our Chief Economist, and Steven Blitz, our Chief US Economist, explain why monetary policy has failed to generate the desired levels of inflation. Inflation targets.

#Central Banks #Federal Reserve #Global Fractures #Monetary Policy #Trade War #Bond yields #ECB #Inflation #Interest Rates #Steven Blitz #Charles Dumas #Euro Crisis #Fiscal Policy

China's trade is shifting fast

10 Jun 2019 - Charles Dumas

Charles Dumas and Rory Green assess the decline in trade volumes. They support a long-running theme, specifically that trade war is shifting supply chains and accelerating the world splitting into trade blocs. Signs of.

#Trade War #ASEAN #China #Tariffs #Charles Dumas #Rory Green

Trade and tech risks still not priced in

28 May 2019 - Jon Harrison

In his lead article from EM Watch of 28 May, Jon Harrison argues that neither trade nor tech risk are still correctly priced in despite the chaos of the US-China trade negotiations.   This stage of the trade war is.

#Trade War #China #Emerging Markets #Technology #Tariffs #Jon Harrison

Chipping away at technology

24 May 2019 - Eleanor Olcott

Eleanor Olcott has gone into the fine detail of Chinese and US protectionist legislation. She concludes that the US campaign against Huawei, which has become the focus of concerns about a rising and challenging China,.

#Trade War #China #Huawei #Technology #Tariffs #Eleanor Olcott #5G

China GDP - Stimulus red lines and domestic weakness

17 Apr 2019 - Rory Green

Chinese Q1 GDP was the weakest in decades on the offical reading. The TS Lombard recalculation shows it to be even weaker at 5.2% yoy. Rory Green writes: TS Lombard’s China GDP calculation puts real real Q1/19 GDP.

#Trade War #China #GDP #Imports #Exports #Economy #Rory Green

Where we stand - our highest conviction views

02 Apr 2019 - Martin Shenfield

  - Global macro data to disappoint - Deflationary pressures rebuilding - Yield curve inversion will reinforce Central Banks’ s dovish response - EM equities due further consolidation/correction Recent deteriorating.

#Central Banks #Federal Reserve #Trade War #Equities #Emerging Markets #Yield curve inversion #Martin Shenfield

EM correction - 5 triggers to watch out for

27 Mar 2019 - Jon Harrison

  EM equities are set for a correction. Chinese and EM stocks are over-extended vs. their respective long run valuations. 5 main risks are under-priced: No respite from global slowdown. The Fed’s action on QT shows they.

#Trade War #Equities #China #Emerging Markets #Tariffs #QT #Jon Harrison

Global tech breakup

20 Feb 2019 - Eleanor Olcott

Tech firms in Shenzhen and Silicon Valley will be profoundly affected by two pieces of legislation that passed through Congress last year, known by their acronyms as ECRA and FIRRMA. Eleanor Olcott has gone into the.

#Trade War #China #Huawei #Technology #Eleanor Olcott

Trade war: Patchwork solution

30 Jan 2019 - Eleanor Olcott

This week’s talks in Washington, will not end the trade war, argues Eleanor Olcott.  Instead they will reveal a pathway to a patchwork deal that will fall short of US aims. China’s Vice Premier, Liu He is in Washington.

#Trade War #China #Huawei #Technology #Eleanor Olcott



View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with

Track Record

Track Record

We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.



To request an interview with a member of our team, please get in touch .