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By Rob Waldner, Chief Strategist and Head of Multi-Sector on March 5, 2019, in Fixed Income From the Fed, to Brexit, to China, we see positive signs that could support risk assets At Invesco Fixed Income, we often talk about the risks that are likely to upset global markets...
Despite U.S. trade wars, China will stick to its growth target and fiscal easing in the short-term, deleveraging in the medium-term and rebalancing in the long-term. That's the message of Premier Li's report. Released on Monday at the annual session of the National People's Congress ((NPC)), P...
Originally published March 1, 2019 By Bluford Putnam Forget about the trade war or tax policy, the main challenge to growth in the U.S. and China, the world's two largest economies, is demographics. Editor's Note: The summary bullets for this article were chosen by Seeking...
By Jack P. McIntyre, CFA The topic of U.S.-China trade tensions has been at the forefront of almost every conversation I've had over the last two weeks with clients in Australia and New Zealand. It makes sense. That part of the world is on the front lines of world trade. During those discu...
By Bluford Putnam Could the USMCA accord among the US, Canada and Mexico, and a potential US-China trade deal get approval from the Democrats-led House of Representatives? Editor’s Note: The summary bullets for this article were chosen by Seeking Alpha Read more ....
Overview: The capital markets are on edge. The week's big events lie ahead. The Bank of Canada meets today and the ECB tomorrow, followed by US (and Canada) employment data on Friday. The equity markets are mixed. While Japan and Korean equities eased, China's markets continue their tear. Th...
Weekly Market Compass: Assessing the state of trade, and six events to watch this week By Kristina Hooper, Chief Global Market Strategist in Market & Economic Two key risks - trade and central bank normalization - have had an outsized impact on global stocks for more than...
Many market participants in China and abroad are often overly optimistic or overly pessimistic about the prospect of Chinese equities. The recent upturn in the stock market has rekindled interest. Chart: Shanghai Stock Composite Index Source: Sina.com The Chinese economy confuses many. S...
Here's a look at some of the stand-out charts on my radar. I aim to pick a good mix of charts covering some of the key global macro trends, as well as some of the more interesting risks and opportunities across asset classes. Hope you enjoy! 1. China vs. USA - Economic Pulse: This chart co...
Originally published November 23, 2018 As news of a potential US-China trade deal makes headlines, we believe the more important story is the potential for a “tech cold war.” The Trump administration has made it clear that it views China as a strategic technological com...