Abenomics Trades: The Beginning Of The End, Or The End Of The Beginning?
BARCLAYS | Japan’s Recession probability are high GDP growth in Q3 15 will have crucial implications in gauging the economic and policy outlook for the near future.
BARCLAYS | Japan’s Recession probability are high GDP growth in Q3 15 will have crucial implications in gauging the economic and policy outlook for the near future.
A group of top international experts recently gathered in Madrid to analyse a problem politicians do not want to talk about as they are afraid of losing votes: are we facing a global pensions’ crisis.
Icelandic authorities ignored warnings before October 2008 on the expanded banking system threatening financial stability but the shock of 90% of the financial system collapsing focused minds.
By Jarno Lang | On June 29, under the leadership of China, 50 founding members signed contracts to create the Asian Infrastructure Investment Bank (AIIB), with its main hub in Shanghai.
London | Barclays | The Caixin ‘flash’ manufacturing PMI slipped to 47.0 in September, coming in below expectations and weighing on Q3 growth.
London | UBS | At the risk of making an obvious point, the fall in crude oil prices is not all there is to the impact of oil on consumer price inflation.
Marco Bellochio was probably unaware of how close China could become when he directed his famous movie portraying a rotten Western society besieged by Mao’s revolutionary thrust. History eventually proved that the Little Red Book had less enduring success than the Holy Bible…
By Wang Lan via Caixin | The rules for China’s government provide space for the state-owned economy and public ownership, but this still allows for limiting the role of SOEs.
The FED not only held unchanged its rates in its last FOMC meeting last week. It plunged investors into utter disarray by delivering an extremely dovish message on future action. The prospect of a hike this year loses steam while bewildered markets pull back to the waiting game.
A short aside to those who think it’s only the economy, stupid – well, at least this is not the case in Iceland.