The perceived safety of US dollar assets could be marred by Trump’s populist policies in his second presidency.
5 min read | November 2024
Asia is better prepared for Donald Trump’s second presidency, but a larger economic growth drag and disinflation now look more likely in 2025.
3 min read | November 2024
Regulatory clarifications have opened-up the market for bond buybacks, allowing financial firms to proactively manage upcoming refinancing of regulatory capital.
Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2024 by region.
Our weekly update of the developments and key themes around the US economy
0 min read | November 2024
After China’s stimulus blitz, we revisit China’s spillovers on other Asian economies.
5 min read | October 2024
Interest rate rises triggering opposite effects in the euro versus the dollar volatility market have created new investment opportunities.
3 min read | October 2024
Existing home sales have recovered to pre-correction levels, with home prices bottoming out in lower-tier cities as China’s real estate sector undergoes an L-shaped recovery.
4 min read | October 2024
The highly volatile market environment calls for effective stock selection based on balancing fundamentals with momentum.
After a year of low underlying inflation, there is both scope and a need for policy recalibration
2 min read | October 2024
The shift by local governments from “helping hands” to “grabbing hands” should be taken seriously.
4 min read | September 2024
We have seen an overall slowdown in long-term GDP growth across different global economies in the last 15-20 years and, in our long-term view, this trajectory will continue.
6 min read | September 2024
As corporate governance reforms take hold in Japan, companies are changing how they manage some of their key business relationships.
We believe Germany is in recession and structural factors such as manufacturing competition from China and an ageing and shrinking workforce will lead to a period of stagnation.
