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2023-03-30 03:35:00 ET Summary The People's Bank of China has already cut its Required Reserve Ratio and has continued to pump liquidity into the money market over the past few days. From the 21st to the 29th of the month, the central bank injected more than CNY850 billion of net ...
2023-03-29 04:02:00 ET Summary DEI is sometimes viewed as a 'softer' policy topic that doesn’t factor into investor outcomes. We think that’s a mistake. One of the most compelling reasons for implementing DEI initiatives is from a cost-management perspective. Reg...
2023-03-28 21:59:00 ET Summary The global economy is in a moderate slowdown, with financial markets being whipsawed by tensions in the banking sectors of the US and Europe in the final weeks of the quarter. Thus far in 2023, global equity markets have proven to be resilient in the...
2023-03-28 05:00:00 ET Summary The primary reason why China wants a cease-fire in Ukraine is that the G7 has started sanctioning Chinese companies that do business with Russia. The European Union and Canada’s goals of reducing carbon dioxide emissions can have severe conseq...
2023-03-26 23:55:00 ET Summary The banking crisis and the consequential tightening of financial conditions is a new deflationary shock. It renders the next data highlight in the US, the February PCE deflator, less relevant. The impact on monetary policy expectations will last long...
2023-03-24 04:03:00 ET Summary On Monday March 20th, the IPCC released its Synthesis Report of the comprehensive Sixth Assessment Report of the state of global warming. In short, the report makes it clear that a rapid phase-out of all fossil fuels is necessary to avoid irreversibl...
2023-03-22 17:02:00 ET Summary The economic data renaissance combined with the threat of financial sector instability leaves central banks with difficult choices. Strong household and corporate finances are likely to limit the downturn to a mild recession. The Fed faces a daun...
2023-03-22 06:00:00 ET Summary Although reference yields on government bonds have decreased since the failure of SVB, risk premia have widened, raising financing costs and discouraging investment. Deposit withdrawals and declining equity valuations will put banks in a defensive po...
2023-03-19 07:46:00 ET Summary The annual change in real US GDP and the S&P 500 shows broadly the same trends over the last 20 years. To quantify the relationship between the US economy and the stock market, we calculated rolling 10-year correlations. Even if economies and...
2023-03-19 06:42:00 ET Summary Despite global economic headwinds from slowdowns in the US and EU economies, economic growth in the Asia-Pacific region is forecast to strengthen in 2023. The rebound in mainland China's economy is expected to have significant positive effects on the...