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2023-07-06 04:34:00 ET Summary The China Iron and Steel Association statement asserts that the industry recently reached a critical turning point in terms of demand. The Chinese government continues to encourage mergers and production reductions to resolve the persistent issue of ...
2023-07-06 01:00:00 ET Summary 2023 so far has been characterized by volatility, both up and down. Markets have managed to remain positive in aggregate. Some of the reasons for this volatility are well known, starting with the domestic economic environment. Generally though, a...
2023-07-05 01:20:00 ET Summary The US economy has remained remarkably resilient in the face of repeated shocks, most recently the regional bank turmoil in March. China’s economy disappointed our, and the market’s, expectations in 2Q. In contrast to other major econom...
2023-07-04 12:45:00 ET Summary Average prices charged by factories for their goods fell worldwide for a second straight month in June, according to the JPMorgan Global Manufacturing PMI compiled by S&P Global. Improved supply chains, lower energy prices, and subdued demand hav...
2023-07-04 00:47:00 ET Summary Equity valuations are more relevant over a medium- or long-term horizon, but they’re also tactically important in helping determine an entry or exit point. The global business cycle is a key influence on EM’s relative performance. T...
2023-07-04 00:43:00 ET Summary Although recessionary fears still loom large, we’re now seeing a confluence of trends that should bode well for some parts of the emerging-market bond universe. Among hard-currency assets, spreads have tightened in recent months but are still ...
2023-07-03 23:50:00 ET Summary The JPMorgan Global Manufacturing Purchasing Managers' Index compiled by S&P Global, registered 48.8 in June, down from 49.6 in May. The decline indicates an increasingly steep deterioration of business conditions, which have now worsened for ten...
2023-07-03 23:39:00 ET Summary We think investors should focus on the changing dynamics in EM economies and markets that could reignite returns in the years ahead. Our research shows that over the last four decades, EM stocks delivered prolonged periods of returns superior to thos...
2023-07-03 20:59:00 ET Summary Japanese yen and Chinese yuan have seen some depreciation, given their more accommodating policies. The euro has been settling into a trading range against the U.S. dollar, thanks to the mixed picture on inflation and the pace of rate increases. ...
2023-06-30 21:28:00 ET Summary The June US jobs report is expected to show hiring cooled from the 339,000 pace to 200,000 jobs. Turkish CPI is expected to remain close to 40% but with the currency in freefall, the inflation outlook is likely to get worse before it gets sustainably...