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LONGER TERM THEMATIC RESEARCH

Brazil: Pension Reform Scenarios – An Update

June 21, 2019 / Pedro Tuesta
Since our January report on the pension reform outlook, there have been developments in the bill, but there are only some minor changes in outcomes.

China: Near-Term Damage to Dampen Future Momentum

June 19, 2019 / Jeff Ng
We have revised down our GDP growth forecasts for China for 2019 and 2020 based on near-term damage to the economy.

China: Rising Food Inflation Poses Risks

June 12, 2019 / Jeff Ng
Although we think that headline inflation remains manageable for now, rising food inflation is posing risks to China’s overall inflation outlook. If food inflation does not fade in the coming months, rising consumer costs from potential tariffs may threaten China’s inflation outlook and the People's Bank of China's (PBoC) stance.
SHORTER TERM TACTICAL RESEARCH

Chart USD/TRY Update: Balanced in Range - Lower Later

June 24, 2019 / Mike Macdonald

The anticipated pullback is finding fresh buyers around 5.7000 with prices now balanced around 5.8000.

Brazil Flows: Marginal Gains as House Speaker Promises Pension Reform Vote in Early July

June 24, 2019 / Pedro Tuesta

The Brazilian real started the day 0.3% stronger at 3.812, building on positive news regarding the pension reform.

Preview: Due July 5 - U.S. June Employment (Non-farm Payrolls)

June 24, 2019 / David Sloan

We forecast a rise in June's payroll by 135k, which would be stronger than in May but still on the weak side of trend.

 

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Aon's 2019 Global Terrorism and Politcal Risk Maps Country Insights Frequently Asked Questions

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