The CMI is the newest addition to our proprietary suite of indicators.
More China Research | Read about it on Reuters’ Blog
In our view, the slowdown in China is the dominant factor in driving down oil prices. However, lower oil prices are a boost to the US consumer that will help to offset the negative global demand shock.
Read about it on Reuters’ Alpha Now
Who carries the risk?
If the UK economy and its financial markets evolve according to the latest official forecasts, the net supply of index-linked gilts over the next 10 years could face a £500 billion black hole.