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We’ll have a substantially better picture of how quickly global demand may recover.Read
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How to Invest in Water
Regional fresh water supplies face rising stress in spite of the planet’s seemingly abundant resources. Without laws and regulations to ensure that demand equals sustainable supply in populated arid regions, water risks running short.White Paper - 22 min read
Rising China Tensions Add to Policymakers’ To-Do Lists
Rising Hong Kong-China tensions create a geopolitical rift, but the economic impacts could vary. The U.S. May employment report is set to show continued deterioration in the labor market, while we watch for the June ECB meeting next week.The Week Ahead - 3 min read
May Macro Dashboard
While supply is coming back, the demand recovery remains unclear. The damage in Europe is showing up larger than expected a month ago, but high frequency data showed some signs of improvement in May. China’s economy is on the road to recovery, though the path differs by sector.Monthly Macro Dashboard - 5 min read
Prognosis Negative Amid Trade Tension Remission
Further criticism of China’s initial virus response may threaten additional tariffs and trade deals going forward. The E.U. appears to be a step closer to a common-issue coronabond and, U.S. high frequency data is pointing to some improvement in May.The Week Ahead - 3 min read
Assessing the Known Unknowns
While the list of worries is long, we will focus on three key uncertainties that, if known, should give us more clarity about the direction of markets. As some of these unknowns are coming into view, each of them creates unknowns of their own.Research Note - 2 min read
If it Quacks like a Duck?
The birth of Eurobonds in the European Union.Research Note - 2 min read
What We Already Know About The Recovery
And why bonds and stocks may not be pricing in such different outcomes.Leading Thoughts - 3 min read
Emerging Markets After The Coronavirus
The investment case appears battered, but even lower returns may look good when the world gets back to normal.Leading Thoughts - 3 min read
To Trade or Not to Trade? That is the Question…
Despite rising tensions between the U.S. and China, the U.S. has signaled they won’t tear up the trade deal, yet. Inflation may be impacted by weaker demand and lower oil prices. The ECB weighs what to do next after Germany ruled its QE program violated its constitution.The Week Ahead - 3 min read
Are ECB Bond Purchases Legal?
Investors breathed a sigh of relief after the German Constitutional Court found the ECB has not been engaged in monetary financing, but the details sent ripples through the markets as the ruling raised questions about potential constraints on European monetary policy.Research Note - 3 min read