Global industrial momentum still weakening
June 5, 2025
Trade disruption and a monetary relapse suggest receding prospects for a H2 recovery in global manufacturing PMI new orders.
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NS Partners Ltd. is part of Connor, Clark & Lunn Financial Group, an independently owned multi-boutique asset management firm whose affiliates are collectively responsible for over $142 billion in assets under management on behalf of institutional, private, and retail clients.
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Global money update: renewed weakness
June 4, 2025
A hopeful signal from an earlier monetary pick-up has fizzled.
US money update: balance of payments drag
May 30, 2025
US money growth is slowing, suggesting less support for the economy and improving prospects for rate cuts.
UK inflation: underlying softening
May 28, 2025
UK April inflation numbers were much less bad than reported.
Implications of Asian currency tremors
May 16, 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.
Why is the UK an employment outlier?
May 16, 2025
UK monetary trends have been arguing for faster MPC easing. Labour market news is now reinforcing the message.
Inflation leading indicators still benign
May 9, 2025
Three indicators that signalled the 2021-22 global inflation spike and reversal continue to suggest a favourable outlook.
Are US monetary conditions about to tighten?
May 1, 2025
“Treasury QE” has supported US broad money growth but a lifting of the debt ceiling promises a reckoning.
Are Eurozone money trends inflecting weaker?
April 30, 2025
Eurozone March money numbers suggest that further ECB policy easing will be required to insulate the economy from global weakness.
Global money update: cavalry arriving?
April 24, 2025
A rise in money growth, if sustained, could offset US tariff damage.
‘Beautiful’ tariffs and the end of exceptionalism
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.
Echoes of 1971
April 17, 2025
Current events are reminiscent of the same stage of the last 54-year Kondratyev cycle.
Chinese / Japanese monetary divergence still widening
April 15, 2025
Monetary trends suggest that China’s economy is better placed to withstand tariff damage than Japan’s.
A “monetarist” perspective on current equity markets
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.
International Equity Strategy Commentary
March 31, 2025
Strategy Commentary for Q1 2024 on the International Equity Strategy
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