18th August 2019

Global MARKETS: After a topsy-turvy week, most equity markets recovered towards end of the week, on expectations of ECB stimulus: the week saw reactions to a delay in the Sep 1 US deadline for a 10% tariffs on Chinese imports, a short-lived yield curve inversion, as well as a Euro zone bank share meltdown (to…

4th August 2019

Global Developments Bottomline: Trade tensions have been one of the prominent policy uncertainties this year and worries escalated globally last week, with Trump announcing an additional 10% tariff on USD 300bn worth of Chinese imports starting Sep 1 and Japan deciding to remove South Korea from a list of trusted export destinations. Already, Markit Global…