In this edition we highlight:
- Major Market Global Overview: Markets Step Back from the Brink. With the two biggest tail risks – the trade war and Brexit – seemingly addressed, markets are embracing the improved global outlook.
- Emerging Market Country Profiles. Emerging markets should enjoy a period of relative calm from external factors until the electoral cycle picks up in the US.
- 2019-2020 FOMC Voting Members: Their Voices. FOMC voting member turnover should not bring a large overall shift to policy direction in 2020 with rates expected to hold steady. This piece highlights recent comments from the voting members of the FOMC across the hawk and dove divide.
- Currency Forecasts. Forecasts for major and emerging market currencies through Q4 2020.
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