Notes octobre 2018

Europe corporate earnings. Summary

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Italy & Brussels standoff - Tension will go unresolved until May 2019.

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Negativismo en el mercado, pero correcciones controladas. Visión (Español)

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China - GDP growth slowed last quarter. Policy support gains traction (English)

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What s behind the recent -10 fall in oil price. Outllook (English)

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China markets lower on Monday but relevant news emerged during the weekend (English)

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China is stepping up its monetary easing. Q&As. Outlook (English)

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Beijing follows the footsteps of Donald Trump and undertakes an ambitius fiscal reform (English)

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Brasil - Bolsonaro y Haddad se enfrentarán en segunda vuelta (Español)

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Bono del Tesoro USA alcanza el 3,20%. Debo empezar a comprar (Español)

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A quick assesment of the new USMCA. Some bullet points. (English)

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A harsh reaction from the EU against Rome as a central scenario (English)

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