Commodity outlook webinar
We take a closer look at the how the coronavirus outbreak has rattle the commodity market with growth dependent and safe haven commodities moving in opposite directions
Monthly Macro Outlook : More questions than answers
Based on current market expectations, the risk is elevated that the Covid-19 outbreak will cause a deflationary impulse resulting from the negative shock to global aggregate demand and stronger USD.
Equity Update: Uncertainty, the Enemy of Conviction
The COVID-19 spread outside of China has sparked concerns the outbreak is evolving into a global pandemic, despite the WHO saying it is too early to re-classify. This has triggered a reassessment of downside risks which has seen a wave of selling wash across risky assets.