This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
The trade dispute between the US and China shows few signs of resolution. Why are global tariffs rising, which economies are most vulnerable and how can investors position themselves for this more challenging environment?”
Market Bulletin BOE February 2019
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
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 outperformance of US stocks relative to European counterparts has been one of the defining characteristics of equity markets in the post-crisis period. This piece highlights how two sectors—technology and financials—have played a key role in driving
Switzerland is well known around the world for its high prices, with a Big Mac or a Starbucks latte costing over USD 6 each. The Swiss National Bank (SNB) itself describes the Swiss franc as “highly valued”, but it is less clear to us that the currency is
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
This paper addresses that the composition of the Fed will be different in 2018 and will likely be moving in a more hawkish direction.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding