Postcards from China
July 30, 2019
Rising trade disputes and U.S.-China strategic tensions are increasingly weighing on global risk assets. How are the frictions playing out on the ground in China?
The dovish wave grows
July 25, 2019
Standard Chartered introduced this theme – slowing growth, lower-than-expected inflation and rising downside risks causing central banks to turn increasingly accommodative – in its
Trump's Mexican tariffs may force Fed's hand
June 6, 2019
Interest rate expectations have moved significantly over the past week following Trump’s tweet that he was putting tariffs on Mexico. The market is now pricing in nearly three rate
Is the UK stuck in Brexit limbo?
April 11, 2019
The UK has been granted its second extension to the Article 50 deadline, averting a no-deal Brexit that would have happened on 12 April. The UK now has until 31 October
We can expect a relief rally of the pound, as investors digest the news that Brexit negotiations have longer to run, and the UK will not crash out of the EU on Friday, and the likelihood
Does it matter if China gets old before it gets rich?
April 10, 2019
It is well known that China faces an ageing problem. The popular narrative has it that China surged up the growth league tables on the back of its giant population, reaping years of
Momentum discusses likely Brexit outcomes
March 25, 2019
Prime Minister Theresa May’s Brexit deal was defeated in Parliament on 12 March 2019, with 391 members of Parliament (MPs) voting against the deal and only 242 voting in favour
Whatever happens next, Brexit has inflicted unprecedented damage on the UK’s financial services industry – which makes up about 6.5 per cent of Britain’s GDP.
