The China Surprise – End Of Growth?
Bilal Hafeez
A clear consensus has emerged. The failings of China’s second-largest real estate developer, Evergrande Group, and other broader...
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August CPI Signals Growing Demand Weaknesses
Dominique Dwor-Frecaut
August core CPI slowed to 10bp MoM from 33bp in July, against a 30bp consensus expectation and my 20bp expectation (Chart 1)...
German Elections Likely Negative EUR, Japanese Election Neutral Yen
Dominique Dwor-Frecaut
Germany and Japan will hold lower house general elections on 26 September and before 28 November, respectively. Whatever the results...
Bond Stock Correlation to Turn Positive Again in Autumn?
Dominique Dwor-Frecaut
During April-July, the bond stock correlation turned positive. This is unusual: since the late 1990s, it has generally been negative (Chart 1). I believe...
