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EM growth picked up in January 2017, Goldman sees China growing slower.
Emerging market growth picked up “sharply” in January, the Financial Times reports, citing data from the Institute of International Finance…
Macro picture
Blankfein thinks we are moving into a “growthier” environment
Goldman Sachs Chairman and CEO Lloyd Blankfein sees the Trump administration as one that promises a more optimistic outlook for…
Turkey is out of favour with funds, oil and gas discoveries at 60-year low
Oil and gas discoveries are at a 60-year low, with the Zohr gasfield discovered off Egypt’s shore in 2015 being…
Quant funds make it to the all-time top performer lists, research analysts disappearing
Are we in the End Times for investment bank research analysts, whose numbers dropped by one-tenth since 2012? (That’s the…
Goldman Sachs has a rosy outlook on commodities for the balance of the year
Goldman Sachs bullish on commodity demand in 2017: We are entering the stage of the business cycle typically characterized by…
Have EM moved beyond the Trump Tantrum?
Emerging markets stocks are on track to close today their best month since March 2016 as EM investors “are shrugging…
Why BlackRock, Deutsche and Franklin Templeton think EM could do okay in 2017
Financial Times isn’t entirely bearish on EM in 2017. In its look at “Five reasons why investors are buckling up…
Summers and Eurasia Start the New Year With Dire Global Warnings
Donald Trump (who had an awfully good day yesterday between the Ford jobs announcement and his criticism of Republican lawmakers)…
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