This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.
In the third quarter, emerging market (EM) earnings and earnings expectations cycles finally began to turn. Reported profits and margins rebounded off their cyclical lows and earnings estimates moved out of negative territory, diminishing a headwind that
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
A summary of the factors driving global markets over the last month.
Equity markets experienced welcome respite in January, after a torrid end to 2018.
A summary of the factors driving global markets over the last quarter.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.