Many studies have assumed that lockdowns are the leading driver of economic downturns – but evidence suggests otherwise.
DoubleLine Warns Events Are In Motion To Remove Dollar As Reserve Currency Authored by Bill Campbell via DoubleLine Capital, For every action, there is an equal...
Blain: It's Time To Buy UK Plc. Authored by Bill Blain via MorningPorridge.com, “Smuggling guns and arms across the Spanish border….” I am more and more...
No Bubble Here, Just BTFD, Kolanovic Reassures JPM Clients With bank after bank after bank piling on with warnings that the market is due for a...
Over the last 10 years, China has become a major player in foreign direct investment (FDI). According to China’s Ministry of Commerce, by the end of...
Two Years Later, What Did Trump's China Tariffs Achieve? By Paul Donovan, Chief Economist at UBS Summary It is over two years since US President Trump...
The 2021 Reflation Trade In 6 Charts In case you needed further convincing that the reflation trade is still on (other than this morning's futures rally...
In mid-December 2019, before the world had heard of COVID, China’s Central Economic Work Conference had released a rather startling statement for the world to consume....
Here Are The Top 5 Consensus Trades As We Enter 2021 At the start of every year, the Wall Street consensus is infatuated with a set...
The 10 Most Important Changes Of The Past Year Authored by Louis-Vincent Gave via Evergreen Gavekal blog, "Time changes everything except something within us which is...
Take a deep breath, get ready, the New Year is just around the corner, and while we’re all ready to celebrate – just on principle, because...
Wednesday’s European session has seen markets adopt a much calmer mood as the holiday approaches. With most asset groups trading sideways in low... Read More... The...
In November, money supply growth rate was essentially unchanged from October and remains near September's all-time high. The stabilization we find in money-supply growth in recent months comes...
World's 4th Largest Container Shipping Line Suspends Cargo Bound For South China Ports In Early 2021 Tyler Durden Mon, 12/14/2020 - 04:15 Amid widespread reports of...
Is Oil Still The Cheapest 'Reflation' Asset? Tyler Durden Sun, 12/13/2020 - 17:40 “Oil is the cheapest of all reflation assets,” said Amrita Sen, co-founder of London-based...
2020 Is Ending With 93% Of Global Economies Contracting... And With Markets At All Time Highs Tyler Durden Sat, 12/12/2020 - 21:00 As BofA's European credit...
Researchers find healthcare supply chains major sources of pollution and greenhouse gas emissions Credit: Association of Medical Device Reprocessors Regulated medical device reprocessing is an important...
Economic growth of a nation is one of the best performance indicators of the leader heading it. The same is true for the U.S. as well....
President-elect Biden hopes to restore America's global leadership on issues like trade, but populists in both parties may make his job a lot harder.
While many emerging market currencies have posted lackluster returns this year, the Chinese renminbi has been a clear outperformer, having appreciated by 5.9% against the US...
On Saturday morning, a good friend forwarded the long-form article by Andy Mukherjee on his giving up hope on India of catching up with China, ever....
Asian equities – Investing in the world’s sole growth region
Goldman, Citi See Dollar Sliding In 2021, Plunging As Much As 20%
"We Respect The Choice Of The American People" - China Among Last Major Nations To Recognize Biden Victory
3 "Strong Buy" Stocks That Tick all the Boxes
NZD steady ahead of RBNZ rate decision
Charles Schwab’s Liz Ann Sonders On Why There Is So Much Market Volatility
Is China An Existential Threat To America?
The Fate Of The Pound Sterling
China's Top Leaders Meet To Set Policy Direction For The Next 5 Years