Markets reassess the Trump trade US-a surge in animal spirits China-no deleveraging in 2016 Brazil-monetary easing accelerates Turkey-tightening liqui
1.' Markets brace for higher bond yields, stronger USD: As investors digest the implications of the Fed's rather hawkish hike (see below), they see l
Renewed enthusiasm for risk assets' Fed leans cautious EM corporates shift toward more local currency borrowing China-weak activity points towards mor
The global economy seemed to be losing traction until recently, but the latest data paint a brighter picture: business sentiment picked up in October,
The macro data flow over the summer months ranged from largely positive news in the U.S. and China to negative surprises in the Euro Area and a number