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Please find attached our new weekly newsletter, The Context, from IFI Research. The Context contains a selection of thought leadership articles from around the globe, spanning a host of asset classes to give you value-added insight into key themes affecting fund flows, macroeconomics, and markets. As always, all feedback is greatly appreciated, so please do get in touch if you have any comments or suggestions. We hope you find it useful!

For the pdf, please click THE CONTEXT

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    China Insight: Long-Awaited MLF Rate Cut Finally Happened

    By Tim Cheung 12 Nov 2019

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    The Context 11.11.19

    11 Nov 2019

    Inside this week’s edition of The Context, Financial Intelligence thought leaders discuss: The Power of Trade Talk Given events towards the end of last week, focus will fall on any details of the Phase 1 trade deal currently under negotiation between the US and China. The moves were sharp in debt markets which suggests any sort of negative news flow will lead to an equally sharp reversal. The NZD Week - Bias is Neutral RBNZ rate cut probability for Nov, i.e. early Wed, is back at 60%. On balance, we think the RBNZ could wait, but suspect the market will stay cautious. Outlook Into Year-end Now Looks More Positive For EMs The Emerging Market carry trade is so far heading for its best quarter in two (and possibly in four if upside persists), and in an environment of still ultra-low global bond yields and with some concerns starting to creep in over equity valuations after a surge in stocks, currency related strategies may find particular favour among investors. Read more from The Context and subscribe to have it delivered to your inbox each week!

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