Fundamental Analysis

Goldman Sachs and Deutsche bank warn investors about a pipe-dream

Goldman Sachs has recently been a token of vocal opposition to market consensus regarding the path of the Fed interest rate. In the context of capital flows into defensive assets in the last week of...

Powell’s “act as appropriate” wording sends stock higher and dollar plunging, as trade risks intensify

China’s confidence in the need of a fresh round of credit stimulus could strengthen, as shown by the services PMI report from local agency, Caixin. The agency’s formula for the activity index gives...

Are there any ways for China to avoid tariffs?

One of Trump’s more-welcome results from the tariffs on Chinese goods was a reduction of the trade deficit with China. Last year, trade data posted ambiguous results, where, despite the introduction...

JP Morgan suggests 60% chance of recession by 2020

The trade war led to an impressive reversal in the scenarios of development of global economy, periodically released by large banks. In its latest release, JP Morgan warns clients about possible two...

A no deal Brexit consequences

First of all, a no deal does not mean at all that the UK won't leave the Euro, but in fact it means that the UK and the EU are still unable to reach an agreement regarding the divorce and this...