How important is the potential thawing of the Sino-U.S. trade war to oil markets? On a scale of 1 – 10, this goes up to 11 (Chart of the Week). Brent’s and WTI’s one-day rally of ~ 5% on Tuesday, followed by a 4.…
Highlights Negative Interest Rates: Time will tell if negative bond yields are indeed the “new normal”. We need to see negative yields maintained outside of a growth slowdown to prove that thesis. USTs & Bunds: U.S.…
Analysis on India is available below. Highlights Moderate RMB depreciation is consistent with the economic as well as political objectives of Chinese authorities. Yet, this is bad news for EM currencies and risk assets. As EM…
Dear Client, In case you missed it in real time, please listen to a replay of this quarter’s webcast ‘The Investment World in 5 Charts and 18 Minutes’ available at eis.bcaresearch.com. Also please note that we will be…
Much like the rest of the global economy, oil markets await the lift in demand that fiscal and monetary stimulus have delivered in the past. As the debate among BCA Research’s strategists demonstrated, this is not a given.…
Highlights Portfolio Strategy Despite the Fed’s supra natural powers, the deep rooted global growth slowdown will likely win the tug of war versus flush liquidity, especially if the trade war spat stays unresolved and the U.S.…