Confirming our Sunday preview, overnight China reported growth data which slowed across the board in April with investment resuming declines, retail sales missing sales and growing at...
China’s commerce ministry said on Saturday that Beijing and Washington had struck a preliminary agreement to reduce some tariffs, and also confirmed agricultural and...
The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it so dangerous. After more than 30 years of managing client portfolios...
Something appears to be changing beneath the surface of U.S. inflation, and TS Lombard argues the shift is becoming structural rather than cyclical.
While headline...