As no-deal risk subsides, UK interest rates should move higher
Market Bulletin BOE February 2019
Market Bulletin Fed December 2018
In January 2018, the performance of the US dollar significantly diverged from relative rate spreads. This divergent performance was unusual when viewed from a historical perspective, but has reoccurred again, albeit to a lesser extent, in recent weeks.
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
As we expected, MSCI has now formally decided to include China A-shares in its benchmark indices following its latest Market Classification Review, marking an important milestone for China’s international markets.
After a long and brutal U.S. Presidential election campaign, Donald Trump has emerged victorious, with Hillary Clinton conceding in the early hours of the morning, and Trump congratulating her on a hard-fought campaign.
The UK population are returning to the polls, in a bid to resolve the Brexit impasse. Abundant uncertainties about the election result argue against significant positioning in sterling assets in either direction.
Emerging market equity: If you wait for certainty, you miss opportunity