EWT News and Press, iShares Inc MSCI Taiwan From 06/04/22

Breaking from the past, the ECB is expected to signal its intent to hike rates at next month's meeting. The day after the FOMC meeting in May ended, the swaps market priced in a terminal Fed funds rate of 3.75%. The Reserve Bank of Australia meets on June 7. For further deta...

A strong nonfarm payroll report means that the Fed won’t be pausing their interest rate hiking campaign anytime soon. The May employment report was impressive, but it will likely be the last strong one we will see in a while. The upcoming week is filled with important centr...

The latest batch of official PMI data gave a nice boost to Chinese equities and also commodities. While China’s supply-side stimulus allows to “mobilize” the official sector fairly quickly, it does not do much for small privately-owned companies. We believe PM...

It’s likely to be another action-packed week despite numerous countries seeing it shortened by bank holidays. The jobs report is typically the highlight when it comes to the first week of the month but there will be competition from the OPEC+ meeting, Bank of Canada rate decisi...

Central banks are facing a growth-inflation trade-off. Hiking interest rates too much risks triggering a recession, while not tightening enough risks causing runaway inflation. The Fed has made it clear it is ready to dampen growth. Implication: We are neutral developed market (DM) equiti...

Price pressures intensified on average, thanks in part to higher energy prices. While the China impact was most commonly reported in Japan, the Ukraine war impact was most heavily felt in the eurozone. For all economies, the path of inflation and the cost-of-living crisis remains ...

The current investment landscape is being shaped by forces that are very different than what we’ve seen in the past 40 years. Portfolios will include a wider range of asset classes, including private investments and the tokenization of a broad range of assets. The key to gl...

Give peace a chance: how has the global outlook evolved? How has the sand shifted under supply chains? Stagflation. Is it coming? For further details see: TD Chief Economist On The Shifting Economic And Financial Outlook

China has announced a major fiscal stimulus package in the form of $21 billion in tax cuts, mainly to business. The sharp contraction in economic activity is due to China’s approach to dealing with outbreaks of Covid-19 through severe lockdowns, highway controls, mass testing, ...

The economic news emanating from Britain and the European Union is continuing to come in weak, as many European countries are expected to slip into a recession this year. While inflation may be ebbing in China and the U.S., inflation is still accelerating in Britain and the rest of Eu...