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Monthly Macros

Monthly Macro - Aug 2019 - US-China trade war: A framework for thinking about new tariffs

Monthly Macro - Jun 2019 - The fog of uncertainty has thickened

Monthly Macro - May 2019 - Why China's rising tide may not lift EM boats

Monthly Macro - Apr 2019 - Goldilocks returns, how long can she stay?

Monthly Macro - Feb 2019 - When Doves Fly

Monthly Macro - Dec 2018 - The Year of the Pig – Will it Fly?

Monthly Macro - Oct 2018 - Markets in the Fall

Monthly Macro - Sep 2018 - Can wilting Emerging Markets recover after August?

Monthly Macro - Aug 2018 - Tremors in Turkey, but where on the Richter scale?

Monthly Macro - Jul 2018 - With the first half over, time to pause and reflect

Monthly Macro - Jun 2018 - Volatility sees spotlight on Emerging Asia

Monthly Macro - May 2018 - Do higher rates augur trouble for global markets?

Monthly Macro - Mar 2018 - How serious is the US "Trade Tantrum"?

Monthly Macro - Feb 2018 - After the equity market correction: Keep calm and carry on

Monthly Macro - Jan 2018 - Markets continue rally into the New Year

Monthly Macro - Dec 2017 - 2018: Markets build on momentum to ring in the New Year

Monthly Macro - Nov 2017 - Global economic data continues to impress, setting stage for 2018

Monthly Macro - Oct 2017 - An "Indian Summer" for global markets!

Monthly Macro - Sep 2017 - Market Focus in September

Monthly Macro - Aug 2017 - Will markets weaken in August?

Monthly Macro - Jul 2017 - What's on the Global Stage in June

Monthly Macro - Jun 2017 - Mayday! fears have gone away

Monthly Macro - May 2017 - Markets higher after France’s Election Results

Monthly Macro - Apr 2017 - What lies ahead for the global economy?

Monthly Macro - Feb 2017 - Global equity markets are off to a good start!

Monthly Macro - Jan 2017 - Do markets have further to go?

Monthly Macro - Dec 2016 - Navigating Asian Equities in 2017

Monthly Macro - Nov 2016 - Special edition on US presidential election