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G-20 After the markets were stuck in trade war limbo for the better part of two months, investors will breathe a massive but exhausted sigh of relief that both the U.S.-China opted to push the reset...
The base case scenario was met at G-20 and while we are no worse for wear, let's see what the G-20 hangover brings.Two positives for market risk sentiment 1) no tariff escalation and 2) trade talks...
If you have ever visited the Irvine/Newport Beach/South Orange County area, you know it is a very unique region. The area has grown dramatically, and people from all over the world are attracted to...
The outlook for the global economy continues to weaken. In fact, Bloomberg consensus forecasts for global growth in 2019 has changed from 3.6% in Q4 2018 to 3.3% at the time of writing. Similarly, the...
It's time to look back at the first half of the year and see if we can glean some information to the back half of 2019. The SPX is coming off a sensational first half of the year, up some 17.2%. That...
The way I look at the global economy, there are basically five different zones. The first is the US and the second is Europe. China might be third on this list but often second if not first in terms...
A ceasefire tomorrow is widely expected but the path to a trade deal is likely to be rocky. Renewed escalation in H2 is still a risk if both sides stand firm. Markets are caught between the threat of...
Investors are holding their breath as the G20 meeting starts in Osaka today. The most expected event of the summit is Trump – Xi meeting, scheduled for 11.30am local time on Saturday. The...
I'm sure sentiment will sway back and forth all day, but these are my morning thoughts after a great night out with several Traders who showed up to Bangkok despite the World FX Expo being rescheduled...
After some intraday fluctuations, EUR/USD was little changed in the end of the day on Thursday. Bullish attempts continue to attract sellers, which prevents the euro from breaking the 1.14 barrier. On...
Markets in wait and see mode The G20 is finally underway and investors are now sitting and waiting in anticipation of whether talks between Trump and Xi can yield a positive outcome. Or has all the...
Market Drivers June 28, 2019 Majors mark time EZ core CPI bit hotter Nikkei-0.29% Dax 0.44% UST 10Y 2.02% Oil $59/bbl Gold $1413/oz. Europe and Asia EZ: Core CPY 1.1% vs. 1.0% North America...
Overview: Quarter-end positioning seems to dominate today's activity. The outcome of bilateral talks at the G20 gathering partly reflects the influence of the US President who eschews multilateral...
Though it’s unclear how the U.S.-China trade relationship, tension in the Persian Gulf, or earnings season might evolve in July, the market does seem pretty certain about one key metric in the...
Taking stock of the latest euro area macro data signals, we conclude that investors should brace themselves for more negative economic surprises in coming weeks. We expect GDP growth in Q2 to fall...