We believe the global economy appears to be working its way out of a deep recession. High-frequency..

Macro Strategies, Sovereign Research, Market Outlook, Infographic, COVID-19

The global pandemic has devastated global trade. It appears that some of the drop in trade is..

Macro Strategies, Trade, COVID-19

Investors appear firmly focused on the economic recovery ahead. With Fed support and the potential..

Macro Strategies, Market Outlook, COVID-19

The severity of the current economic downturn has surpassed that of the global financial crisis..

Macro Strategies, COVID-19

An unexpected development caught my attention in China’s June 12 credit report—the acceleration of..

Macro Strategies, Emerging Markets

The COVID-19 pandemic has tipped the global economy into what appears to be the deepest recession..

Macro Strategies, Sovereign Research, Market Outlook, Infographic, COVID-19