China's more pragmatic 'zero-Covid' inevitably spikes infections: witness lockdown in Zhengzhou and Foxconn factory riot. Reminder of China's deep links with global supply chain, particularly top alternative manufacturing location Vietnam. 'China +1'...

The IEA's latest outlook argues that targeted Renewables adoption has accelerated as a result of the Russia-Ukraine War. In our view, risks to Renewables targets are insufficient global coordination, financial capital and political mandates. In EM eq...

62% of voters (with 85% turnout) reject new constitution: a much larger magnitude compared to pre-vote polling (46-48%). Mandate for potentially market-unfriendly policies (higher taxes and government spending) not established. But underlying grievan...

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed con....

Chile and Peru, combined, have about 40% output market share in copper, similar to the combination of the US, Saudi and Russia in oil. 2) US rate hikes, US Dollar strength, and the accompanying global risk aversion have prompted capital flight and cu...

The post-pandemic economic bounce-back has generated labour shortages in many sectors of the economy; we are seeing record-low unemployment and high vacancy rates in several markets, and companies are being forced to raise salaries in the war for tal...