What does Russian involvement mean for Syria? Most Probable Reason: To obtain a place at the negotiating table on Syria. Putin will prop up Assad to improve his hand. The… Panic sets in in China: the following steps were taken: Interest rates were lowered by 25 bps to 4.60 from 4.85. Reserve Requirement Ratio (for big banks) lowered by 50… For the FED to raise rates in September, growth in the US economy would need to clearly show up in the economic data. Inflation numbers were not really there given… The Syriza government in Greece is at a critical juncture. Having failed to deliver on campaign promises thus far, it has instead focused on several small symbolic victories. The visit… Turkey faces strong headwinds in the coming year both on the political and economic front. The corruption probe that began yesterday is the latest in a series of political battles… Today, macro factors, both on the political and economic fronts, will play a decisive role on the future direction of asset prices. From the political wrangling over the US Debt…
Syrian End Game
Chinese Turmoil
FED Rate Rise – What Now?
Global Macro Context™ – Greece the Euro and Politics
Turkey – Political Headwinds
Macro Context™: 5 key themes to consider
08Oct 15
26Aug 15
26Aug 15
12Apr 15
18Dec 13
10Oct 13
