GLOBAL MACRO – RFR https://richesflores.com GLOBAL MACRO AND THEMATIC INDEPENDENT RESEARCH Wed, 25 Oct 2017 08:20:55 +0000 fr-FR hourly 1 https://wordpress.org/?v=6.8.5 https://richesflores.com/wp-content/uploads/2019/05/cropped-LogoRFRSquare512-32x32.png GLOBAL MACRO – RFR https://richesflores.com 32 32 China – The mortgaged future of the world’s biggest economy and the authoritarian temptation https://richesflores.com/2017/10/23/the-mortgaged-future-of-the-worlds-biggest-economy-and-the-authoritarian-temptation/ Mon, 23 Oct 2017 08:32:59 +0000 https://richesflores.com/?p=8891 What if it’s not all about the Phillips curve? https://richesflores.com/2017/10/16/what-if-its-not-all-about-the-phillips-curve/ Mon, 16 Oct 2017 08:21:52 +0000 https://richesflores.com/?p=8865 The Fed’s favored indicator, the US jobless rate, has fallen to 4.2%. But that’s not the whole story https://richesflores.com/2017/10/10/the-feds-favored-indicator-the-us-jobless-rate-has-fallen-to-4-2-but-thats-not-the-whole-story/ Tue, 10 Oct 2017 08:47:20 +0000 https://richesflores.com/?p=8808 Trump trade II – Still waiting for the big event https://richesflores.com/2017/10/02/trump-trade-ii-still-waiting-for-the-big-event/ Mon, 02 Oct 2017 10:38:16 +0000 https://richesflores.com/?p=8778 Long-yield conundrum – really? https://richesflores.com/2017/09/25/long-yield-conundrum-really/ Mon, 25 Sep 2017 10:01:48 +0000 https://richesflores.com/?p=8762 Consumers on the sidelines of the recovery, but for how long? https://richesflores.com/2017/09/11/consumers-on-the-sidelines-of-the-recovery-but-for-how-long-eurozone/ Mon, 11 Sep 2017 09:55:59 +0000 https://richesflores.com/?p=8699 Investment still, but still only investment https://richesflores.com/2017/09/05/investment-still-but-still-only-investment/ Tue, 05 Sep 2017 09:19:57 +0000 https://richesflores.com/?p=8659 The argument that a weak dollar explains the outperformance of emerging markets is, well, weak https://richesflores.com/2017/09/04/the-argument-that-a-weak-dollar-explains-the-outperformance-of-emerging-markets-is-well-weak/ Mon, 04 Sep 2017 14:40:49 +0000 https://richesflores.com/?p=8652 Political risk and a lack of inflation are undercutting central banks https://richesflores.com/2017/08/25/political-risk-and-a-lack-of-inflation-are-undercutting-central-banks/ Fri, 25 Aug 2017 12:55:45 +0000 https://richesflores.com/?p=8595 Stay the course or wait for a deeper correction before repositioning on European indices? https://richesflores.com/2017/08/22/stay-the-course-or-wait-for-a-deeper-correction-before-repositioning-on-european-indices/ Tue, 22 Aug 2017 12:57:55 +0000 https://richesflores.com/?p=8569