Weekly Focus – Lower Inflation Clears Path for European Rate Cuts
This week saw a further escalation of the conflict in the Middle East, as Israel […]
WTI Oil: Rising Geopolitical Risk Premiums and China Stimulus May Have Created a Medium-Term Floor at US$67.55-65.70
The recent sell-off of 18% in WTI crude oil since August has stalled. An increase […]
Is China Circumventing U.S. Tariffs?
Summary We have written extensively about the deterioration in the trade relationship between the U.S. […]
China – Lift to GDP Forecast After Leaders Draw Line in the Sand
Following the big stimulus and clear growth message from Chinese leaders, we revise up our […]
Hang Seng Is Too Hot Now, but Long-Term Attractive
The Chinese stock market is closed for a national holiday, but futures and ETFs are […]
ECB Can Afford to Take a More Dovish Stance
The Chinese stocks extended gains on Monday as China announced more stimulus measures and investors […]
Gold (XAU/USD) Prices Slide as Q3 Draws to a Close
Gold prices fell due to a stronger dollar and end-of-quarter flows, despite being on track […]
Hang Seng Index: Start of a Potential New Medium-Term Bullish Trend
Aggressive interest rate cuts by PBoC coupled with potential expansionary fiscal policies that target consumer […]
More Stimulus Before Holiday
The week kicked off with another bull run in Chinese stocks on further stimulus news. […]
Stimulus and Political Surprise in Asia Drive Market Sentiment
Unexpected developments from Asia significantly influenced global financial markets last week. China’s surprise stimulus measures […]
Markets Weekly Outlook – Will the NFP Report Validate Rate Cut Optimism?
Fed policymakers maintain a dovish stance, and market participants are pricing in a potential 50 […]
China’s PMI data points to continued manufacturing contraction and weakening services sector
China’s economic data for September painted a mixed picture, with manufacturing remaining in contraction and […]