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LONGER TERM THEMATIC RESEARCH

Wikimedia: People's Bank of China

China: Quantitative Easing an Option?

March 19, 2019 / Jeff Ng
China: Quantitative Easing an Option?

SARB Nationalization: Beyond a Political Slogan?

March 12, 2019 / Francesca Beausang
South African President Cyril Ramaphosa’s announcement on March 7 that the South African Reserve Bank (SARB) would be nationalized. Nationalization in and of itself does not equate with a SARB mandate change. However, it could evolve toward one.

India: Trump’s Next Target

March 06, 2019 / Charu Chanana
With the U.S.-China trade war on a temporary truce, Trump is starting to go after his next target. He decided to end preferential trade treatment for India, which allows a duty exemption on more than $5 billion worth of its goods coming into the U.S. This comes on the grounds of a lack of market access from India, especially at the expense of U.S. dairy suppliers and medical device manufacturers.
SHORTER TERM TACTICAL RESEARCH

Indonesia Flows: USD/IDR Remains Unperturbed by Some Risk Aversion

March 20, 2019 / Jeff Ng
USD/IDR remains relatively range-bound ahead of FOMC and BI meetings later this week.

Latam Psychology/Strategy March 20

March 19, 2019 / Pedro Tuesta

Our daily Latin American FX and fixed income calls.

US Chart DJIA Update: Long-term Signals Such as Death Crosses and Golden Crosses Don't Work Well in a Short-term Market From Oct Top to Dec Bottom

March 19, 2019 / Rob Zukowski
Today's golden cross could grab some headlines, but we don't have confidence that it's a trustworthy signal in the current market.
Aon's 2018 Global Terrorism and Politcal Risk Maps