Hints and tips:
...Paul Choi, head of South Korea research for CLSA, said the deterioration in the business environment was “very clear”....
...“The worst is likely over . . . but trade is unlikely to have a ‘V-shaped’ recovery,” said Trinh Nguyen, an economist at Natixis in Hong Kong....
...That would make a change from currency funds, which went down, down, down in 2017 expecting the buck to go up, up, up, as Deutsche Bank explains.It might not be alone, warns Aberdeen Standard Investments’ Paul...
...Related links: A misalignment primer – Econbrowser Econo-spats, Stephen Roach v Paul Krugman edition – FT Alphaville China as currency manipulator: reality check, please – FT Alphaville The SNB can’t help...
...Paul Mackel, of HSBC, said the decision represented a pause, not a stop in the RBA’s tightening cycle, however....
...Sue Trinh at RBC Capital Markets said higher Australian interest rates and soaring fuel prices had not curbed consumer spending, which retained significant momentum....
...Paul Robinson, at Barclays Capital, said the price action was consistent with a lack of conviction among investors to enter positions amid considerable uncertainty....
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