Latest news and analysis
Last year's contraction of manufacturing and industrial output was the third of the current economic cycle, influenced by dollar strength, the trade war, and the impact of strikes at General Motors and the grounding of the Boeing 737 Max.
Heightened volatility here to stay
2019 was marked by US dollar appreciation
Growing hope for new riches in Lunar New Year
The most popular phrase of last year revealed
Ahead of 'phase one' agreement
Favouring US Treasuries over UK gilts
Thawing of geopolitical tensions behind positive outlook
Six managers give their views
Japanese equities have been sensitive to weaker global industrial demand over the past 12 months, but we expect the earnings impact from the ongoing slowdown to bottom out by the end of this fiscal year.
North American equity markets have rewarded investors in 2019 and are at or near all-time highs.
Still a good case for long-duration assets
The major boost to global equity markets this year has been the 180-degree policy U-turn by the Federal Reserve, from tightening to loosening interest rates, and from quantitative tightening to the renewed provision of liquidity to financial markets....
Hamish Baillie points to Brexit and election
Latest BofAML survey
Easing trade tensions and growing corporate earnings behind improved metrics
Survey uncovers 'bullish stance' on China
Looking beyond trade wars and Brexit
Hard currency (HC) and local currency (LC) emerging market debt (EMD) have already delivered 13% and 10.3% this year respectively.
Past the RMB7 per dollar mark
Cautious approach due to recession and political risks
What moments have freaked investors out the most?
China capable of 'mitigating impacts of broader dispute'