Investors seem skittish about the balance of risks in financial markets. On the one hand, we..

Macro Strategies

Losing interest in bank loans now that rates have begun to fall? It’s a common gut reaction for..

Bank Loans

The fact that US trade with China has declined shouldn’t be a surprise. But how bad is the..

Macro Strategies, Friday Fact

While the longest economic expansion in US history continues, investor skepticism regarding its..

Macro Strategies

Global economic activity indicators are signaling that the manufacturing-driven slowdown has not..

Macro Strategies, Sovereign Research

On August 5, 2019, the US dollar-Chinese yuan (USDCNY) exchange rate broke above 7.0 yuan to the..

Macro Strategies, Sovereign Research, Emerging Markets, Currency