A WAVE OF POSITIVE NEWS Markets received some pieces of good news related to the trade negotiations between the US and China at the end of the week. According to US…
read more
SHOWDOWN IN DC A series of macroeconomic data were released in the US during the week, which left the market questioning the duration and the sustainability of the current economic cycle’s…
read more
A NEW SET OF POLITICAL RISKS COULD KEEP THE MARKET ON ITS TOES Just when the market thought that the risk premia related to political and policy uncertainties (e.g. trade…
read more
A NEW HOPE: THE US-CHINA TRADE NEGOTIATIONS MAY CONTINUE IN OCTOBER There is a chance that trade negotiations can become more constructive between the US and Chinese administrations in October, as both…
read more
THE DISRUPTION IN THE OIL MARKET COULD BE TRANSITORY The last two weeks were promising as global political tensions have finally eased through a more constructive tone between the US…
read more
AS GLOBAL POLITICAL TENSIONS EASE, MARKETS HAVE A CHANCE TO MELT UP The market has rebounded last week (the MSCI EM index was up 2.4% in USD on the week)…
read more