Phil Rush

1 week ago | smartkarma.com | Phil Rush |Jim Walker |David Mudd |Caixin Global

In today’s briefing: UK: GDP Seasonal Surge Before Slowing Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 11 April 2025 HEW: Sipping ECB Dove-Juice Real Asset Chartbook Week #2: That Was Interesting The Art of the Trade War: FIRST ROUND GOES TO THE MARKETS! CX Daily: Chinese Firms Set to Seek Alternative Sources for Key U.S. Imports UK: GDP Seasonal Surge Before Slowing Fundamental causes should not be assigned to UK GDP surging far beyond consensus expectations again...

1 month ago | smartkarma.com | Phil Rush |Caixin Global |Farah Miller |Prasenjit Basu

In today’s briefing: US Lands Some Disinflation In Feb-25 CX Daily: China’s EV Sector Enters New Frontier With Solid-State Batteries Annual Tire Company Results Show Pace Of Change US: Trump Disinflation Evident in Feb’25, Likely to Continue as DOGE Cuts Flow In Canada: 25bp Rate Cut To 2.75% (Consensus 2.75%) in Mar-25 US Lands Some Disinflation In Feb-25 The upwards trend in monthly US inflation of the past several months broke in February with a surprisingly steep slowing to 0.2% m-o-m,...