Chinese money update: slow recovery
December 18, 2024 | NS Partners
Chinese money trends are normalising after weakness, suggesting modest economic improvement.
Commentaries
Keeping investors informed on capital markets
Strategy Commentaries
Review each strategy’s performance and positioning during the quarter and near-term outlook. To view our latest commentaries please click the links below:
Quarterly Liquidity
Insights
Insights from our investment team on factors affecting recent market performance plus near-term outlook.
Money Moves Markets
Regular updates from Economist and Strategist Simon Ward on global monetary trends and their implications for economic and market prospects.
Insights
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Weaker US business money trends
December 13, 2024 | NS Partners
Sectoral numbers show that recent US money growth has been focused on the household and financial sectors, with business holdings falling.
South Korea rocked by president’s attempt to impose martial law
December 12, 2024 | NS Partners
Political risks spike in South Korea, testing the country’s institutions, the currency and markets. The stampede into US equities continues. Is it sustainable?
UK money update: corporate liquidity squeeze
December 10, 2024 | NS Partners
Monthly UK money growth was boosted by households scrambling to dispose of assets ahead of the Budget, with a reversal likely and corporate liquidity trends worryingly weak.
Eurozone inflation: “monetarist” optimism on track
December 4, 2024 | NS Partners
Eurozone services price momentum is “unsticking” as expected, supporting the forecast of sub-2% 2025 inflation.
Global industrial momentum reviving on schedule
December 4, 2024 | NS Partners
November results confirm a September low in global manufacturing PMI new orders, with money trends suggesting a further rise through spring 2025, subject to tariff distortions.
Eurozone money update: insufficient recovery
November 28, 2024 | NS Partners
Eurozone money trends are improving but remain too weak to support economic optimism, while country details highlight French stress.
US money update: positive signal fading
November 28, 2024 | NS Partners
A pull-back in US narrow money momentum casts doubt on post-election economic optimism.
Stockbuilding cycle turning less favourable for markets
November 22, 2024 | NS Partners
The current stockbuilding cycle may be approaching its mid-point, which typically marks a shift from “risk-on” to a neutral or negative market environment.
Is Trump really bearish for EM? Plus, stock picking in a China bull market
November 16, 2024 | NS Partners
A look at the potential impact of President Trump’s policies on emerging markets, the risks of rising trade tensions with China and the resilience of China’s domestic market.
Japanese money update: downside risks rising
November 14, 2024 | NS Partners
Japanese money trends remain ominously weak, suggesting poor economic / market prospects and a return of inflation to unacceptably low levels.
Assessing “excess” liquidity: reasons for caution
November 8, 2024 | NS Partners
Flow and stock measures of “excess” money cast doubt on claims that the liquidity backdrop for markets is unusually favourable.
Global money update: weak signal with US still diverging
October 30, 2024 | NS Partners
Money growth is recovering disappointingly slowly in Europe and has weakened in Japan, while a recent US pick-up may fade post election.
UK rates: the case for 50
October 23, 2024 | NS Partners
The MPC’s slowness to cut rates risks aggravating a recent loss of economic momentum and prolonging an inflation undershoot.
Chinese money growth recovery under way
October 18, 2024 | NS Partners
September money numbers and recent policy announcements support optimism about monetary prospects but the scale of acceleration is uncertain.
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John Ricketts
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Co-Head of Institutional Sales, USA
Anna Kirk
Chief Compliance Officer
& Head of Client Service
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NS Partners Ltd.
December 7th, 2021