trade wars
Europe
Europe appears to be in the twilight of the mid-cycle, with economic growth setting at a solid, sustainable pace.
02 October 2018
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2 min read
Emerging markets
Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.
11 September 2018
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2 min read
US
The North American Free Trade Agreement (NAFTA) governs the trading relationship between the US, Canada and Mexico.
11 September 2018
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2 min read
UK
In client meetings, it is usual to be asked about what we are worried about.
10 August 2018
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2 min read
Asia
The US administration appears to be targeting export-oriented entities out of China.
10 August 2018
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2 min read
