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Eye on Freight: Thinking Through A Potential Class 1 Rail Strike in Canada

Bottom line: As soon as August 22nd (00:01), the Canadian class 1 rail union laborforce could go on strike given the lack of a labor deal amid ongoing union labor
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Global Markets Daily: China Oil Demand: A Tale of Micro and Macro Softness (Grigsby/Struyven)

We dig deeper into the recent weakness in China oil demand and its implicationsfor the Chinese economy and oil prices by analyzing China micro and macro
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Global: GS Economic Indicators Update: European CAIs Signal UK Outperformance

Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here.
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Global Equity Monitor

This monitor uses five charts from the Guide to the Markets to analyse the state of the global equity market and assess where opportunities, and risks, may lie.
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Themes and implications from the Global Equity Investors Quarterly

Before the setback in markets over the last week, higher valuations and a narrow market in the U.S. had made our investors more cautious on the
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July 2024 Hedge Fund Recap

HFs able to post small gains despite heightened market volatility / LS de-grossing in July
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Riksbank — 25bp Cut and Dovish Guidance; We Now See 3 More Cuts in 2024

BOTTOM LINE: The Riksbank’s Executive Board cut the policy rate by 25bp to 3.5%today, in line with our and consensus expectations. The Executive Board signalled
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Global Equity Market Arithmetic

Equities bounced back strongly last week, with the MSCI World gaining 4.0% to leave it just 1% away from its all-time high. The S&P 500 has now recouped the losses that started initially on 11
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The Euro’s powering a balance of payments boom

My colleague Fabien Bossy sent me the chart (below) of the Eurozone current account this morning. Europe’s current account surplus reached EUR 51bn in June, EUR 370bn (2.5% GDP) in
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LULA CLAWS BACK A SHARE OF THE BUDGET

Brazil’s Supreme Court (STF) has handed the executive branch another win in the latter’s attempt to regainmore control over the federal budget. The latest ruling relates to the so-called “PIX amendments”, which refer to
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