Specials

Can Fed turn bonds yields at Jackson Hole? (3 min read)

By Bilal Hafeez | August 15, 2019

Bond yields across the world are falling to record lows. US 30 year treasury yields

Don’t cry for me Argentina…again? (2 min read)

By Miguel Ovalle | August 15, 2019

Apparently, the 25% correction in the ARS vs. the USD that we were expecting by the beginning of the week was

Why QE Doesn’t Really work (4 min read)

By John Tierney | August 15, 2019

The ECB is signalling that it may resume Quantitative Easing (QE) via bond purchases. And

The Climate Change Challenge: A Capitalist Solution (4 min read)

By Macro Dilettante | August 15, 2019

This is a mea culpa. It’s my fault – I’ve only just got the joke

What Argentina and Macri can teach Zelensky and Ukraine (4 min read)

By Gary Licht | August 12, 2019

Ukrainian assets are on fire. The 10-year Eurobond has returned nearly 30%, the local currency

Devastating results for Macri as Peronist party takes lead for Presidency in Argentine (3 min read)

By Miguel Ovalle | August 12, 2019

Primaries results on 11/8/2019 Source: Ambito Economico Argentina is set for one of the worst

Renminbi Falls. But could this be good news? (4 min read)

By Mirza Baig | August 8, 2019

It’s an ‘escalation’, a ‘weaponisation’, even a ‘Pandora’s Box of uncertainty’. You can choose from

Recent Recession Forecasts are Crying Wolf (4 min read)

By John Tierney | August 8, 2019

It’s a sure way to attract media coverage: publish a report calling for recession in

Oil’s existential crisis? (3 min read)

By Virendra Chauhan | August 6, 2019

Oil has fallen out of favour with investors as geopolitical events combined with Donald Trump’s

What Investors Are Thinking: The July Scan (3 min read)

By Bilal Hafeez | August 1, 2019

The worsening European picture and the Fed’s ‘hawkish’ cut dominated July. Weak European growth and

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