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Summary Jackson Hole reset expectations to focus more on inflation. The U.S. dollar should stabilize over the medium-term amid hawkishness from other central banks and slowing economic data. At stake is Europe’s ability to refill their storage tanks ahead of winter. ...
Summary The contribution of emerging and frontier markets to global trade in clean-energy metals has steadily grown in recent years. In 2020, EMs were the source of 44.3% of exports of big-five transition metals. China is an important source and destination of the metals of th...
Summary It is hard to determine sometimes what causes markets to move as they do. Take last Friday’s stock market selloff. The widely cited “reason” for the selloff was Jerome Powell’s speech at the Fed’s Jackson Hole Symposium. Of the major ...
ZTO achieved robust revenue and earnings growth in the recent quarter, thanks to volume growth, ASP increases, lower competitive intensity, and good expense management. I have a positive view of ZTO's future market share gain potential, but I am worried about the negative effects of w...
With inflation at multi-decade highs in many countries and pressures broadening beyond food and energy prices, policymakers have pivoted toward tighter policy. Stable prices are a crucial prerequisite for sustained economic growth. The high uncertainty clouding the economic and in...
July was the highest revenue generating month of 2022. The US hard to borrow equity market pushes revenues higher. Fixed income continues to see strong demand. Corporate bonds are in for an impressive 2022. Global securities finance revenues totalled $1.215 bln, ...
After months of battering, global equity markets enjoyed a reprieve in July, lifted by hopes that worsening economic signals and falling commodity prices might give central banks, led by the Fed, some leeway to dial back their tightening campaigns. Despite their recent outperformance,...
Shares of Alibaba rose 2% after the e-Commerce company beat FQ1'23 predictions. Alibaba generated 0% revenue growth year-over-year, the worst on record. Still, pockets of Alibaba’s business are performing well. Alibaba Group Holding Limited ( BABA , BABAF ...
Alibaba barely managed to beat the street revenue estimates after a dozen downside revisions were issued in previous months. The slowdown of the Chinese economy will continue to hurt Alibaba’s potential ability to recover. Potential delisting along with further political pr...
Global economic growth slowed to a crawl in July, according to the latest PMI survey data, led by the developed world falling into contraction for the first time in two years. Emerging market growth as a whole consequently remained broadly resilient at one of the fastest rates seen ov...