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ECB Preview—Ready For Liftoff

Editor - LMF International - 09/06/2022 09:39:12 (updated 09/06/2022 15:51:47)

■     While the Euro area activity dataflow since the start of the war has been mixed, the incoming information points… »


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… »


Global Markets Daily: China – Have interest rates bottomed?

Editor - LMF International - 25/05/2022 11:53:17 (updated 25/05/2022 12:58:21)

■     The Chinese economy slowed dramatically in April amid Covid outbreaks and restrictions under the country’s zero-Covid policy. The PBOC… »


Aero Titans Boeing and Airbus: Who Will Seize the Day?

Sandeep Rao - 20/05/2022 13:31:23 (updated 20/05/2022 15:26:28)

The venerable 105-year-old Boeing Company has been locked in competition with 21-year-old Airbus SE, which was born from the culmination… »


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… »


European banks: strong profits, capital buffers protect creditors from softening macro outlook

Editor - LMF International - 19/05/2022 11:52:29 (updated 19/05/2022 13:20:09)

At times of great uncertainty, it is useful to step back from the ambitious and often near-impossible goal of forecasting… »


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… »


Why we still prefer stocks over bonds

Editor - LMF International - 17/05/2022 09:50:45 (updated 17/05/2022 11:31:36)

·We recently cut risk, but stick with stocks over bonds for now. Equity prices now reflect much of the worsening… »


Aero Titans Boeing and Airbus: Who Will Seize the Day?

Editor - LMF International - 12/05/2022 09:35:57 (updated 12/05/2022 10:15:26)

The venerable 105-year-old Boeing Company has been locked in competition with 21-year-old Airbus SE, which was born from the culmination… »


European Daily: Speculating on an ECB Backstop

Editor - LMF International - 05/05/2022 14:57:41 (updated 05/05/2022 18:15:11)

ECB officials have signalled the possibility of a new backstop tool for sovereign debt markets. We think their main objective… »


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