Our view regarding the recent escalation of trade tensions is that we are just at the start of the process and that the recent market rally yesterday is premature. Chinese… Our monetary policy forecast stays the same. In short, we believe that the FED will raise more times and to a greater degree than the consensus three rate rises forecast… North Korea dramatically escalated tensions by testing a very powerful bomb today. Experts are skeptical that it was a hydrogen bomb. However, it is at least 10x more powerful than… Our forecast has been for the FED to raise rates in June. Although the economic data has been weaker as of late, we are sticking by our forecast. This is… The market now sees 3 rate hikes instead of 2 for for 2017. We have had this position for some time in our previous forecasts. Regarding the pace of rate… The tensions between Turkey and the Netherlands has heated up with threats of sanctions. From an investment point of view, it is politically motivated on both sides due to the…
Trade War Forecast
Monetary Policy Forecast
North Korean Risks
FED Rate and Balance Sheet Forecast
March Rate Hike and Fed Policy
Turkish Referendum and Dutch Spat
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23Feb 18
03Sep 17
14Jun 17
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13Mar 17
