➦ Drill, baby, drill no more, trade war ripple effects on Germany and Asian currencies leaving us a message?
Oil is spilling, US shale is stalling and Europe’s restocking.
➦ LATAM: 100 days of Trump changed the geopolitical and economic game for Latin America
During the 100 days that followed Donald Trump’s inauguration in January, a new and more intense phase in the global trade conflict has emerged.
➦ Risks have risen (but haven’t materialized yet)
Foreign Central Banks in Focus
➦ Bank of England cuts rates, signals gradual and careful monetary easing
The Bank of England (BoE) delivered a widely anticipated 25 bps rate cut at today’s announcement, bringing the policy rate down to 4.25%.
➦ Easier to ease. Emerging market central banks can loosen the policy reins
In the background of a more contentious tariff environment policymakers at emerging market central banks have mostly communicated caution in regard to easing monetary policy.
