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Ryan Nauman's Weekly Recap 01.22.19

By Ryan Nauman 22 Jan 2019

Optimism that a trade agreement will be made between the U.S. and China grew during the week. Equities rallied on Thursday on news that the U.S could ease tariffs on Chinese goods. However, the statements were retracted and markets fell from highs during the day. This news was followed up with a Bloomberg report that China is prepared to increase U.S. imports to $1 trillion a year. According to the report, China offered "a six-year buying spree to ramp up imports from the U.S., in a move that would reconfigure the relationship between the world's two largest economies." Markets rallied on the report, resulting in the S&P 500 exiting correction territory. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

IGM FX and Rates

The Context

By Andy Hicks 21 Jan 2019

Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

EPFR Fund Flows

Start to 2019 echoes that of the previous year

By Cameron Brandt 15 Jan 2019

IGM FX and Rates

The Context

By Andy Hicks 14 Jan 2019

Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

Ryan Nauman's Weekly Recap 01.14.19

By Ryan Nauman 14 Jan 2019

One of the primary causes of the market sell-off during the latter part of 2018 was the concern over the Federal Reserve raising interest rates too quickly and too high. These concerns have subsided slightly by recent dovish statements from Fed officials. Fed Chairman Powell reiterated that the Fed will remain patient and data dependent regarding the health of the global and domestic economies when determining their future path of policy rates. Fed officials, Resengren, Clarida, and Evans echoed the “wait and see”, and “data dependent” approach during the week. This dovish tone has provided fuel for the recent rally, as expectations are for the Fed to pause their rate hikes during the first quarter of the year. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

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Ryan Nauman's Weekly Recap 01.07.19

By Ryan Nauman 07 Jan 2019

Concerns over slowing global growth were rekindled, as weak manufacturing numbers from China and Europe added more reasons to be concerned. The Caixin/Markit Manufacturing Purchasing Managers' index showed that China’s manufacturing sector contracted for the first time in 19 months. Despite the recent stimulus from the Chinese government, the economy continues to be sluggish. Investors continue to be concerned that the slowing growth in China and Europe will spread to other parts of the world. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

EPFR Fund Flows

The Month Ahead…

By Cameron Brandt 04 Jan 2019

The Month Ahead…

TrimTabs Investment Research

The Month Ahead…

By David Santschi 04 Jan 2019

The Month Ahead…

Mapa Research

Spotlight: Lifestyle Banking The story so far for Tinkoff Bank

By Maksim Evdokimov 18 Dec 2018

Tinkoff was founded by Russian entrepreneur Oleg Tinkov in 2006, inspired by the US Capital One direct bank model with the ambition of having a successful branchless bank in Russia. In less than 12 years, Tinkoff grew into Russia’s largest purely online bank by a number of customers, and transformed itself into a customer-centric ecosystem which offers both financial and lifestyle services, covering almost any customer need connected to spending. Max Evdokimov joined Tinkoff in 2013 with the task of enhancing Tinkoff’s digital services offering, right after the company held an IPO on the LSE. Read more...

IGM FX and Rates

The Context - 2019 Outlook

By Andy Hicks 17 Dec 2018

Welcome to our 2019 Outlook edition of The Context, from Financial Intelligence.

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Ryan Nauman's Weekly Recap 12.17.18

By Ryan Nauman 17 Dec 2018

For the first half of the week it looked like equities may finish the week in the green. The optimism came to a halt after Japan, China, and Europe released disappointing economic data, which stoked global growth concerns. Retail sales and industrial production in China missed expectations, while the Eurozone released disappointing flash PMIs. This poor economic data coincides with continued trade concerns, an Italian budget standoff, and continued uncertainty around Brexit, after Prime Minister Theresa May survived a no-confidence vote. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

IGM FX and Rates

CEEMEA & LatAm 2019 Outlook - Will peak USD allow EM assets room to rally?

By Christopher Shiells 14 Dec 2018

A look at the key external and country specific risks that we expect to impact the CEEMEA region in 2018, and their likely affects.

IGM FX and Rates

The Context

By Andy Hicks 10 Dec 2018

Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

Ryan Nauman's Weekly Recap 12.10.18

By Ryan Nauman 10 Dec 2018

During their meeting, Trump and Xi agreed to a trade truce and put a 90-day cease fire on the trade war. Markets opened higher Monday on the news. White House economic advisor, Larry Kudlow said that trade negations will happen quickly and result in a positive outcome within the 90 days. Questions remain, as conflicting statements from the White House regarding the start date of the 90-day truce added to the uncertainty. With time to digest the news, the Monday’s gains were quickly wiped away as the week moved alon. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

EPFR Fund Flows

Trade tensions keep the lid on fund flows in early December

By Cameron Brandt 07 Dec 2018