China’s rocky relationships to resume moving markets

China and its rocky relationships with the world

As we take the temperature of the major bilateral relationships with China, we assess that the probability of more intense disagreements and confrontations with the world’s second-largest power is only increasing.

Is monetary policy in the US about to get easier?

While most people would point to the Federal Reserve’s decision to lower its policy interest rate this week as an indication that monetary conditions will gradually soften, we believe the central bank’s involvement in a lesser-known corner of financial markets a day earlier could portend a more significant action in order to restore easy monetary […]