Macro Research
Episode 9: The Long & Short of the Week Ahead
Episode 9: From the Bank of England’s upcoming monetary policy meeting to the US’ PCE figures for May, join Neil Staines…
Read MoreGoing Up?
Following this week’s FOMC meeting, normalisation is in train…
Read MoreIdea Jeneration: Are defaults in China a good thing?
Stephen Jen discusses why recent defaults in China should not be a concern for investors…
Read MoreIdea Jeneration: What does supply and demand look like in the China onshore bond market?
Stephen Jen discusses supply and demand in the China bond market, and why it could be time for investors to enter the market…
Read MoreLounge-Room Lizard or Bird Released?
Throughout May, it was not just the weather in the UK that was overcast and confusing…
Read MoreEpisode 8: The Long & Short of the Week Ahead
Episode 8: From the ECB’s highly anticipated June meeting to the Bank of Canada and the wider implications of China’s trade data, join Neil Staines…
Read MoreIdea Jeneration: Why should China onshore bonds be considered a safe-haven asset?
Stephen Jen discusses the characteristics of China bonds, and why they should be seen as safe havens…
Read MoreEpisode 7: The Long & Short of the Week Ahead
Episode 7: From China’s May PMI and the upcoming RBA meeting to the US employment report for May, join Neil Staines…
Read MoreAn Oasis of Calm?
The past week has been a very drifty week in financial markets, with little in terms of first tier economic data…
Read MoreIdea Jeneration: categorising China – the winner of 2020?
Stephen Jen discusses how China ‘won’ 2020 and is on the upper leg of the post-pandemic ‘k’-shaped recovery…
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