Weekly Report: what happened at KSA last week (0415-0419)?

Weekly Report: what happened at KSA last week (0408-0412)?

Weekly Report: what happened at KSA last week (0401-0405)?

Emerging Market Insights: Seeds Of Optimism

Weekly Report: what happened at KSA last week (0325-0329)?

Weekly Report: what happened at KSA last week (0318-0322)?

Weekly Commentary: That's Our Story.

Home Market Outlook Today's Market Weekly Commentary: That's Our Story. Doug Noland says Powell's dovish mindset was limited to the inflation backdrop. He says markets are convinced the Fed will respond hastily to fledgling risks. Powell says the Fed is not concerned about second round inflation effects.

Weekly Report: what happened at KSA last week (0311-0315)?

Global Economic Outlook: March 2024

S&P Global Market Intelligence's global growth forecast for 2024 has again been revised upward. Annual real GDP growth is now projected at 2.6%, up from 2.3% in March. Global consumer price in 2024 has been revised slightly upward to 4.8%.

Weekly Commentary: Failed

Doug Noland says Japan's economic woes can be traced back to the nation's spectacular asset Bubble. He says the greatest crises unfold in a low rate environment with consumer price inflation. He argues that asset inflation is the most destructive form of inflation. Japan's central bank meets next week to discuss the economy.

KSA Benefits From Steps Towards Growing The Non-Oil Economy

Weekly Report: what happened at KSA last week (0304-0308)?

Weekly Report: what happened at KSA last week (0226-0301)?

Weekly Report: what happened at KSA last week (0219-0223)?

Weekly Report: what happened at KSA last week (0212-0216)?

Global Economic Outlook: Growth Prospects Brighten, InflAtion Outlook More Cloudy

Annual global real GDP forecast for 2024 has been revised up from 2.3% to 2.5%. Global PMI data continues to point to a gradual improvement in economic conditions. Western Europe's growth underperformance is likely to persist in the near term. The JPMorgan Global Composite PMI index is at its highest level in seven months.

EM Central Banks: More Easing In The Cards?

Emerging markets have taken solace in the view that the U.S. Hiking cycle is over. Slowing global inflation has been due to sharply lower core goods inflation. The sunset of Fed tightening provides room for further rate cuts in emerging markets. Overall, we see the biggest opportunities for duration exposure in Brazil, Colombia and Indonesia.

Weekly Report: what happened at KSA last week (0205-0209)?

Emerging Market Insights: China Policy Recalibration

Weekly Report: what happened at KSA last week (0129-0202)?