More news
USA_Statue_Liberty_New_York_1440x300
13 February 2019

Struggling for some time now to hit its inflation mark sustainably, the Federal Open Market Committee may move to adopt average inflation targeting, or even temporary price level targeting, in its upcoming strategy review. Such a shift should steepen the Treasury curve, lower real interest rates, and support a widening of long-forward TIPS breakevens.

USA_Statue_Of_Liberty_1440x300
30 January 2019

In the US, core CPI and PCE inflation should gently firm in 2019, with the contribution from shelter being supplemented by a growing contribution from cyclically-driven services inflation.

Chi_Time_Tea_1440x300
18 December 2018

Problems are not stop signs, they are guidelines. Robert H. Schuller    Let us consider the four GDP components – consumption (C), investment (I), government expenditure (G) and net exports (NX).  The outlook for NX is clouded by the Sino-US trade conflict.

BNP PARIBAS ASSET MANAGEMENT - TM China 1440x300
19 July 2017

Find out in Asia Connect.