United Kingdom: Anatomy of economy on lockdown life-support

Shape of Recovery: Square Root & Hockey Stick

Fixed Income Research & Macro Strategy (FIRMS) from 4X Global Research While GDP data for Q1 are now “old” and seemingly of limited use, it makes little sense to forecast global growth in Q2 and beyond without at least knowing the starting point. We estimate,...
USD out of favour or a virus reversal?

USD out of favour or a virus reversal?

Lots of discussion in our trading room today on what’s driving the USD weakness Some analysts have tied it to the riots in the US but if that were so, and money was exiting the US, we’d be seeing an exit from US stocks and bonds too, irrespective of Fed...
United Kingdom: Anatomy of economy on lockdown life-support

Chinese Renminbi – Canary in the coal mine

Fixed Income Research & Macro Strategy (FIRMS) from 4X Global Research While the United States and China have not gone as far as re-introducing or increasing tariffs on each others’ imports, the war of words between the two trading superpowers has clearly...

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