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.
Global markets and multi-asset portfolios
Market Bulletin Fed December 2018
In January 2018, the performance of the US dollar significantly diverged from relative rate spreads. This divergent performance was unusual when viewed from a historical perspective, but has reoccurred again, albeit to a lesser extent, in recent weeks.
The performance of the US dollar significantly diverged from relative rate spreads
A summary of the factors driving global markets over the last month.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
Voting procedures and guidelines for North America, Europe, Middle East, Africa, Central America, South America and Asia.
Attention is increasingly turning to the question of how and when the U.S. Federal Reserve will start to reduce the size of its balance sheet, now that it has begun raising interest rates.