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.
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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.
Does the China rally have legs?
October 16, 2024 | NS Partners
Beijing signals a new approach to policy – how far will policymakers go to boost growth?
A “monetarist” perspective on current equity markets
October 11, 2024 | NS Partners
Cycle analysis suggests economic strength in H2 2025 / 2026 but confirmation is required from a pick-up in money growth.
Will the UK join the double dip?
October 2, 2024 | NS Partners
Monetary trends suggest that UK economic performance will converge down to a weak Eurozone.
Why is US narrow money accelerating?
September 26, 2024 | NS Partners
A pick-up in US narrow money momentum is a hopeful signal for 2025 but requires confirmation and does not preclude near-term economic deterioration.
Is Chinese money growth bottoming?
September 20, 2024 | NS Partners
Chinese money / credit trends remain weak but could be at a turning point.
Is Mexico snatching defeat from the jaws of victory?
September 18, 2024 | NS Partners
The ruling Morena Party’s proposal to compromise judicial independence is a case study in how to derail development.
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Co-Head of Institutional Sales, USA
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Chief Compliance Officer
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NS Partners Ltd.
December 6th, 2021