Lira collapse post-mortem: Contagion lite

Lira collapse post-mortem: Contagion lite

Fixed Income Research & Macro Strategy (FIRMS) from Olivier Desbarres at 4X Global Research 17 August 2018 Since 5th August the Turkish Lira is down about 17% versus the Dollar and 15% in nominal effective exchange rate (NEER) terms and the concern remains that...
What would a WTO Brexit look like?

What would a WTO Brexit look like?

Deal or no deal? If the UK comes out of Brexit with no deal with the EU, here’s what’s likely to happen Some weekend reading about the WTO fall back for a Brexit no deal. The BBC have have thrown up a handy story on what the UK faces if it ends up with no...
Canada June Trade balance -0.63B$ vs -2.3B$ expected

Canada June Trade balance -0.63B$ vs -2.3B$ expected

Canadian June 2018 trade data on 03.08.2018 prior -2.77B$ Exports 50.7B$ vs 48.34B prior, revised to 48.71B Imports 51.32B$ vs 51.12B$ prior, revised to 51.43B Ditto here, as Nafta talks progress or regress this data point will gain in importance. Pretty decent data...

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