ECB Preview—Ready For Liftoff
■ 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
■ 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?
■ 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?
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
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
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
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
·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?
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
ECB officials have signalled the possibility of a new backstop tool for sovereign debt markets. We think their main objective… »
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