Over the past week financial markets have reacted negatively to the President’s announcement of tariffs on steel and aluminum, mainly due to fears of a trade war that could reduce global trade.
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.
A broad overview of our 2017 Long-Term Capital Market Assumptions
Article examining the economic effects and investment implications of the US fiscal cliff agreement
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
2011 estimates and the thinking behind the numbers. Executive summary
In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
What to expect in the next 15 years.
As widely expected, the European Central Bank (ECB) today announced its intention to extend its quantitative easing (QE) programme by nine months at least until September 2018, leaving the door open to a further expansion in size and duration if conditi