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China: Mapping potential tariff adjustments into RMB movements

Editor - LMF International - 09/06/2022 01:24:47 (updated 09/06/2022 15:50:49)

■     With inflation running high in the US, rolling back some of the tariffs imposed by former President Trump on… »


Inflation, War, And COVID Drag On

Editor - LMF International - 20/05/2022 11:30:09 (updated 20/05/2022 17:59:38)

Headwinds Are Eroding Credit Buffers On May 17, we announced downward revisions to our global macroeconomic base-case forecasts of between… »


Russian gas disruptions start to trickle in; TTF risks heavily skewed to the upside

Editor - LMF International - 17/05/2022 17:53:10 (updated 17/05/2022 19:21:45)

Uncertainty related to the Russian gas payment system, a disruption of flows via Ukraine and the Russia sanctions illustrate that… »


Fed likely set for a 75bp hike and more balance sheet reduction

Editor - LMF International - 22/04/2022 17:51:39 (updated 22/04/2022 18:05:28)

It’s hard not to fixate on comments from the Fed’s Bullard suggesting that a 75bp rate hike would not be… »


Why we still like stocks as yields spike

Editor - LMF International - 19/04/2022 17:15:30 (updated 20/04/2022 10:51:08)

• We prefer equities even as bond yields have sprinted higher. Global growth is still solid, and we see central… »


What Recovery and Resilience? Italy Looses 3% Resilience in One Year

Jacek Marczyk - 19/04/2022 10:29:24 (updated 19/04/2022 10:53:33)

Italy, just like other European countries, has launched last year a National Recovery and Resilience Plan. The plan is funded… »


Impact from the Russia-Ukraine conflict

Editor - LMF International - 12/04/2022 11:54:21 (updated 12/04/2022 12:02:26)

Minimal impact in the short term, but not helpful In the short term, we expect minimal impact both on demand… »


The Wide Angle : Russia’s war and global banking

Editor - LMF International - 08/04/2022 17:45:09 (updated 09/04/2022 11:28:38)

Russia’s war on Ukraine could be a game changer for global banking. European banks are in the front row, whether… »


Impact of the drive for energy security

Editor - LMF International - 05/04/2022 15:52:43 (updated 06/04/2022 10:14:03)

• We see the West’s drive for energy security slowing growth, increasing inflation and stoking demand for non-Russian fossil fuels… »


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