Quants Corner Quants Corner – US vs China trade wars fund flows Trade talks between the world’s two dominant economies, China and the US, have proceeded inconclusively for the better part of three years. Going... Dec 11, 2019
Economist Insights Trade issues, earnings and political risk reclaim center stage from central bankers in early October After a quarter when both the US Federal Reserve and European Central Bank reversed course on the normalization of their monetary policies, the... Oct 11, 2019
Quants Corner Quants Corner – ClearMacro quantifying the impact of trade war tariffs In 2Q18, ClearMacro released a paper, ‘Trade is the Lifeblood of the Global Economy’, in which we argued that the tariffs spawned by the current... Oct 01, 2019