It is tempting to dismiss the decline in US equity markets since the July 26th peak (6.0%) as largely just another US – China trade-related correction. So far, the fall…
China may feel backed into a corner. The Hong Kong protests are symptomatic of a broader shift in sentiment across SE Asia against Chinese ‘influence’. China’s bid for hegemony –…
The increase in non-farm employment (164k) in July was consistent with a strong economy. For sure, there were notable downward revisions to the previous two months (totalling 41k). Furthermore, the…
The German jobs machine is stalling. A disappointing set of earnings from Siemens yesterday underlines the scale of the challenge facing German industry. Even the more profitable digital business is…
