EARNINGS SEASON AND PMIs TO DRIVE GLOBAL MARKETS Policymakers globally kept working on schemes to bolster their respective economies debilitated by the nCOVID-19 pandemic. In the US, House Speaker Pelosi and…
read moreLET PHASE TWO COMMENCE! China’s Vice Premier, Liu He, headed to Washington for the signing of the Phase One Trade Deal. This represents the first concrete de-escalation of tensions between…
read moreWILL THE QUARREL EVER END? Last week we pointed out that global investor sentiment deteriorated because of the escalating trade tensions between the US and China, despite the release of encouraging macroeconomic data from…
read moreTURKEY IS IDIOSYNCRATIC, NOT SYSTEMATIC Headlines were dominated by the market turmoil in Turkey that triggered a mini meltdown in the EM universe. With a few exceptions, all emerging and…
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