The recent phone call to from the president of Taiwan to Trump certainly inflated the Chinese and increased uncertainty in Asia. In contrast to a Clinton victory, China is going… The Italian Referendum is a potential macro risk. The vote is for a more simplified government so that changes can be implemented easier. It is in fact a vote for… We have taken a speculative position on the OPEC meeting in November. There are arguments for both a deal and also a no-deal scenario. I will briefly discuss both scenarios,… Today the PPI (Producer Price Index) not including food and energy came in negative. The CPI (Consumer Price Index) is the next one to look at. Irregardless inflation expectations… The FMOC meetings confirm a divided FED. This should be expected at turning points at times of uncertainty. Our view has always been that the November rate hike was highly… The Bank of Japan has key decisions to make tomorrow. In fact, this meeting is seen as more important than the FED meeting by the market since the range of…
Chinese – US Policy Uncertainty
Italian Referendum
OPEC Forecast
FED Rate Forecast
FED Rate Forecast & FMOC Minutes
Bank of Japan – Key Decision Ahead
04Dec 16
04Dec 16
30Nov 16
16Nov 16
13Oct 16
20Sep 16
