According to BCA Research’s Commodity and Energy strategy service, even though US crude output will continue rising, a meaningful growth acceleration is unlikely. US producers adjust their output in response to market…
China’s Politburo announcement is likely to lead to a repricing of China’s growth in the near-term. Read how investors can hedge against this potent threat to our defensive investment stance.
In a widely expected move, the Riksbank lowered its policy rate from 3.5% to 3.25% in September, marking its third cut this year. It embarked on its easing cycle in May, leading many other DM central banks, and has been…
Export dynamics from small open economies are a good bellwether for global growth conditions. Taiwan export orders accelerated from 4.8% y/y to a faster-than-anticipated 9.1% in August. The faster pace of growth was also broad…
Preliminary estimates suggest that activity continued to slow across DM economies in September. Manufacturing PMIs contracted at a faster pace in the US, Eurozone, Germany, France and Australia, and grew at a slower pace in…
German equities have outperformed their Euro Area peers on a year-to-date basis, with the gap widening since May. The MSCI Germany Index returned nearly 4.5 percentage points more than the MSCI Eurozone index over the latter…
According to BCA Research’s Emerging Markets Strategy service, investor sentiment in Vietnamese markets has soured significantly since 2022, when the authorities' sweeping crackdown on alleged corruption in the real…
Singapore is a small open economy sensitive to global trade dynamics. Its non-oil exports (NODX) are thus a good bellwether for global growth conditions. Overall exports, which are highly volatile on a month-on-month basis,…
The ZEW survey of both German business expectations and current situation largely disappointed in September, decreasing by 15.6 points to 3.6 and by 7.2 points to -84.5, respectively. The ZEW survey of expectations for…