International Communique No.223 – UNEXPECTED BOUNCE IN CHINESE MANUFACTURING OUTPUT
UNEXPECTED BOUNCE IN CHINESE MANUFACTURING OUTPUT Leading equity markets around the globe gained in November, lifted by signs of progress [...]
International Communique No.222 – NO BREAKTHROUGH IN CHINA-US TRADE TALKS
NO BREAKTHROUGH IN CHINA-US TRADE TALKS A ‘phase-one’ deal between the US and China is no longer the almost-certain prospect [...]
International Communique No.221 – TRADE DEAL: AS EASY AS ONE, TWO, THREE?
TRADE DEAL: AS EASY AS ONE, TWO, THREE? Driving equity markets again is the hope that the trade war can [...]
International Communique No.220 – TRUMP LOOKING FOR A “GOOD” DEAL WITH CHINA
TRUMP LOOKING FOR A "GOOD" DEAL WITH CHINA Despite conflicting information about the trade talks between China and the US, [...]
International Communique No.219 – NO HALLOWEEN FRIGHT FOR EQUITY INVESTORS
NO HALLOWEEN FRIGHT FOR EQUITY INVESTORS After faring badly in the early part of October, markets are reflecting a higher [...]
International Communique No.218 – INVESTORS REACTING CALMLY TO NEWS
INVESTORS REACTING CALMLY TO NEWS Risk assets were bid upwards last week following an easing in geopolitical stress. A ‘hard [...]
International Communique No.217 – BREXIT SAGA DRAGS ON
BREXIT SAGA DRAGS ON Brexit has continued to hog the headlines since the UK prime minister and the EU came [...]
International Communique No.214 – RUMOURS OF WALL STREET BAN ON CHINESE FIRMS
At the moment, it looks as if equity markets are disconnected from economic fundamentals, that is, the near-universal slowdown in [...]