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May 21, 2025
This month’s commentary examines how the violent surge in the Taiwan dollar in early May could signal the start of a broader shift in global capital that could have big implications for which markets out- or underperform going forward.
May 16, 2025
UK monetary trends have been arguing for faster MPC easing. Labour market news is now reinforcing the message.
May 9, 2025
Three indicators that signalled the 2021-22 global inflation spike and reversal continue to suggest a favourable outlook.
May 1, 2025
“Treasury QE” has supported US broad money growth but a lifting of the debt ceiling promises a reckoning.
April 30, 2025
Eurozone March money numbers suggest that further ECB policy easing will be required to insulate the economy from global weakness.
April 24, 2025
A rise in money growth, if sustained, could offset US tariff damage.
April 22, 2025
This month’s commentary considers how America-First trade policy has exposed US money and credit imbalances, and how this may signal the beginning of a new regime in global financial markets.
April 17, 2025
Current events are reminiscent of the same stage of the last 54-year Kondratyev cycle.
April 15, 2025
Monetary trends suggest that China’s economy is better placed to withstand tariff damage than Japan’s.
April 2, 2025
A promising recovery in global money growth may be insufficient to offset lagged effects of prior tightness and the US trade policy shock.
March 31, 2025
Strategy Commentary for Q1 2024 on the International Equity Strategy
March 31, 2025
Strategy Commentary for Q1 2024 on the Global Emerging Markets Equity Strategy
March 31, 2025
Q1 2024 Quarterly Market Liquidity for Emerging Markets
March 26, 2025
The Fed’s economic forecasts are inconsistent with the suggestion of a 50 bp cut in rates by year-end, according to a model of its historical behaviour.
March 21, 2025
The economy and markets no longer enjoy support from an excess stock of money.
NS Partners is an affiliate of Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), one of the largest private, independently held asset management firms in Canada. Together, we provide a broad range of distinct and independently managed traditional and alternative investment products and services to investors through a diverse family of affiliates.
For additional information on NS Partners Ltd, please contact:
Senior Vice President,
Head of Institutional Sales, Canada
Senior Vice President,
Co-Head of Institutional Sales, USA,
Senior Vice President,
Co-Head of Institutional Sales, USA
Chief Compliance Officer
& Head of Client Service
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