More signs of Eurozone softening
September 10, 2025
Other indicators support the monetary forecast of a loss of economic momentum.
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Global money update: further slowdown
August 28, 2025
Monetary trends suggest weakening economic prospects for late 2025 / early 2026.
UK QT has been a costly mistake
August 27, 2025
QT has been fiscally expensive, is contributing to worrying monetary weakness and wasn’t required on operational grounds.
Brazilian Blackjack revisited
August 20, 2025
Running count improves as low cards exit the deck.
Why inflation pessimism is premature
August 13, 2025
The monetary conditions for a second inflation rise into the Kondratyev peak have yet to fall into place.
Is Eurozone labour market resilience about to crumble?
August 8, 2025
Weakening job openings suggest that a negative economic scenario is starting to crystallise.
Global money update: US relative strength
July 31, 2025
US six-month real narrow money momentum recovered in June, in contrast to a further slowdown in the Eurozone and outright weakness in Japan / the UK.
UK money update: misleading M4ex
July 30, 2025
Moderate growth of the Bank of England’s M4ex measure conceals weak corporate / household money trends.
Eurozone money update: further softening
July 25, 2025
June money numbers cast doubt on ECB President Lagarde’s assertion that policy-makers are “in a good place”.
Value-Up trade revived in South Korea as President Lee takes power
July 21, 2025
In this month’s commentary we cover the surge in South Korean equities fuelled by recently elected President Lee’s embrace of governance reform.
EM money update: India hotting up
July 18, 2025
Six-month real narrow money momentum remains stronger in the E7 than G7, with India a new source of strength and China stabilising after a pull-back.
Why has UK money growth slumped?
July 11, 2025
Monetary weakness may partly reflect temporary factors but also signals an overrestrictive policy stance.
A “monetarist” perspective on current equity markets
July 9, 2025
Global six-month real narrow money momentum fell sharply between March and May, suggesting economic weakness from late 2025.
International Equity Strategy Commentary
June 30, 2025
Strategy Commentary for Q1 2024 on the International Equity Strategy
Global Emerging Markets Equity Strategy Commentary
June 30, 2025
Strategy Commentary for Q1 2024 on the Global Emerging Markets Equity Strategy
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Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales, Global
Eric Hasenauer
Senior Vice President,
Co-Head of Institutional Sales, USA
John Ricketts
Senior Vice President,
Co-Head of Institutional Sales, USA
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NS Partners Ltd.
December 6th, 2021