Mid Week Bond Update
Mexico: Weathering the Tariff Tempest
Mexico's economy has been resilient in the face of recent pressures.
Chart of the Week
U.S. Economy: More QE on the Way?
The chart shows, from 12/31/02-9/30/19, the balance sheets (as a % of GDP) of the U.S. Federal Reserve, European Central Bank and Bank of Japan.
Constructive despite deferment
Despite a temporary inclusion setback, China bonds look to continue its rise driven by a dovish Fed, a stable currency and yield premium.