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Market news – 19 October 2020
China data remains robust Chinese Total Social Financing (TSF, the broadest measure of credit provision in the economy), increased 13.5% year on year in September, the seventh consecutive monthly advance, driven by a tripling of local government bond issuance versus a year ago and a rise in long-term…
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Six minute strategy: How to plan for an uncertain and unequal recovery
Guy Monson reflects on news of increasing lockdowns and the European infection rate overtaking the US. He also reviews the latest IMF economic outlook, its commentary on lockdowns, and the steepest downturn the world has seen since the great depression. Download presentation slides
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Market news – 12 October 2020
Chinese data still robust; UK GDP disappoints in August China’s private sector Caixin services PMI rose to 54.8 in September (August: 54.0, consensus: 54.3). Among the sub-components, the new business index rose from 52.9 to 53.6, new exports moderated to 48.4 and the employment index indicated further expected…
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Six minute strategy: Can asset prices continue to defy economic gravity?
Join Guy Monson as he looks at the divergence between the conditions in the real economy and the comparative calmness of financial markets, as well as new records of infections in Europe. Download presentation slides
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