China's domestic economic landscape has significantly changed since the initial US-China trade war..

Macro Strategies, Sovereign Research, Emerging Markets, Trade

It’s been—to put it mildly—an interesting week in the US Treasury market. The front end of the..

Fixed Income, Infographic, Trade

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

Macro Strategies, Trade, COVID-19

In China, pork prices are up 70% (!) year over year. A swine fever outbreak has crippled the pork..

Macro Strategies, Emerging Markets, Trade

The United States and China surprised me with their announcement of a small “phase one” trade deal..

Macro Strategies, Trade

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

Macro Strategies, Friday Fact, Trade