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EU False priorities

Date: 21 January, 2021
EU is China's largest trading partner, and the same is true vice versa. Finally, China and the European Union have. . . . Read More

Confusion over Chinese stocks listed in the US

Date: 14 January, 2021
At the beginning of last week, the New York Stock Exchange announced the withdrawal of 3 Chinese companies, China Mobile,. . . . Read More

Currencies. Will the lasts be firsts across EM?

Date: 8 January, 2021
There was a global splurge in government borrowing in 2020 and emerging markets were not left out. However, given the. . . . Read More
trumpiste

In the meantime, the Fed has still to navigate with Trumpists

Date: 27 November, 2020
Even if Mnuchin has cancelled the key lending facilities, Powell says it is too soon to put away its emergency. . . . Read More

Together or apart?

Date: 20 November, 2020
Democracy 1 - Propaganda 0 Based on polls, the markets’ narrative in the days before elections was as follows: a. . . . Read More